Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Vantage Financial Partners »

Schwab Strategic Tr sht tm us tres shares owned by Vantage Financial Partners

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

Historical chart of Vantage Financial Partners 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 Vantage Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Vantage Financial Partners

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$3.4M	70k	48.21
2023-12-31	$3.3M	68k	48.45

More positions owned by Vantage Financial Partners

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

Ishares Core S&p Mid-cap Etf Etf (IJH)

Ishares Core S&p Small Cap Etf Etf (IJR)

Ishares Core S&p 500 Etf Etf (IVV)

Ishares Core Msci Total International Stock Etf Etf (IXUS)

Invesco Qqq Trust Series I Etf (QQQ)

Schwab U.s. Large-cap Etf Etf (SCHX)

Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)

Ishares Core S&p U.s. Growth Etf Etf (IUSG)

Schwab U.s. Mid-cap Etf Etf (SCHM)

Schwab Us Aggregate Bond Etf Etf (SCHZ)

Ishares Russell Top 200 Growth Etf Etf (IWY)

Ishares U.s. Treasury Bond Etf Etf (GOVT)

Innovator U.s. Equity Buffer Etf - September Etf (BSEP)

View all positions for Vantage Financial Partners

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z