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Valtinson Bruner Financial Planning »

Schwab Strategic Tr sht tm us tres shares owned by Valtinson Bruner Financial Planning

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Valtinson Bruner Financial Planning from 13F filings

Historical chart of Valtinson Bruner Financial Planning investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Valtinson Bruner Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Valtinson Bruner Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$3.0M	63k	48.21
2023-12-31	$3.8M	78k	48.45
2023-09-30	$4.4M	91k	47.89
2023-06-30	$4.7M	98k	48.06

More positions owned by Valtinson Bruner Financial Planning

Spdr Ser Tr Portfli Tips Etf (SPIP)

Spdr Ser Tr Portfolio S&p500 (SPLG)

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

Innovator Etfs Trust Us Eqty Bufr May (BMAY)

First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)

RBB Us Treas 20yr Bd (UTWY)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

RBB Us Treas 30yr Bd (UTHY)

RBB Us Treasr 10 Yr (UTEN)

RBB Us Treas 3 Mnth (TBIL)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)

Innovator Etfs Trust Us Eqty Pwr Buf (POCT)

First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ)

Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)

View all positions for Valtinson Bruner Financial Planning

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation

Jpmorgan Chase & Co

Charles Schwab Investment Management

Stifel Financial

Wealthfront Advisers

Bsc Private Wealth Management

SCS Capital Management

Pnc Financial Services

Mercer Global Advisors

Fund Evaluation Group

FLC Capital Advisors

View all funds holding Schwab Strategic Tr sht tm us tres

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