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Walkner Condon Financial Advisors »

Schwab Strategic Tr sht tm us tres shares owned by Walkner Condon Financial Advisors

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

Historical chart of Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$2.1M	44k	48.20
2023-12-31	$2.3M	48k	48.45
2023-09-30	$2.4M	50k	47.89
2023-06-30	$1.5M	31k	48.06
2023-03-31	$1.4M	29k	48.79
2022-12-31	$1.3M	26k	48.24

More positions owned by Walkner Condon Financial Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)

Ishares Tr Core S&p500 Etf (IVV)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

Apple (AAPL)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

First Tr Exchange-traded Lng Dur Oprtun (LGOV)

Microsoft Corporation (MSFT)

Spdr Ser Tr Portfolio S&p600 (SPSM)

J P Morgan Exchange Traded F Equity Premium (JEPI)

First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)

View all positions for Walkner Condon Financial Advisors

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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