1620 Investment Advisors »

Schwab Strategic Tr sht tm us tres shares owned by 1620 Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by 1620 Investment Advisors from 13F filings

Historical chart of 1620 Investment 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 1620 Investment 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 1620 Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $467k 19k 24.40
2025-06-30 $646k 27k 24.38
2025-03-31 $20k 800 24.34
2024-12-31 $23k 950 24.06
2024-09-30 $23k 475 48.98
2024-06-30 $19k 385 48.13

More positions owned by 1620 Investment Advisors

Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Spdr Msci Eafe Strategicfactors Etf Etf (QEFA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
JPMorgan Chase & Co. (JPM)
Tri Contl Corp Cef (TY)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Freedom 100 Emerging Markets Etf Etf (FRDM)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)
Apple (AAPL)
TJX Companies (TJX)
Schwab Us Tips Etf Etf (SCHP)
Microsoft Corporation (MSFT)
Janus Henderson Securitized Income Etf Etf (JSI)
Raytheon Technologies Corp (RTX)
Taiwan Semiconductor Mfg (TSM)

View all positions for 1620 Investment Advisors

Top funds holding Schwab Strategic Tr sht tm us tres

Jpmorgan Chase & Co
Ameriprise Financial
Sei Investments
Envestnet Asset Management
Stifel Financial
Wealthfront Advisers
Pnc Financial Services
Moisand Fitzgerald Tamayo
Morgan Stanley
LPL Financial
State Street Corporation
HPM Partners
Wealth Enhancement Advisory Services
MCF Advisors
Bsc Private Wealth Management

View all funds holding Schwab Strategic Tr sht tm us tres