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Schwab Strategic Tr sht tm us tres shares owned by Adelphi Trust

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

Historical chart of Adelphi Trust 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 Adelphi Trust 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 Adelphi Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $364k 15k 24.27

More positions owned by Adelphi Trust

Vanguard Index Fds Exchange Traded Fund (VO)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Vanguard Tax-managed Fds Exchange Traded Fund (VEA)
Ishares Tr Exchange Traded Fund (IEFA)
Alphabet Common Stock (GOOGL)
Dimensional Etf Trust Exchange Traded Fund (DFAS)
Amazon Common Stock (AMZN)
American Centy Etf Tr Exchange Traded Fund (AVEM)
Exxon Mobil Corp Common Stock (XOM)
Alphabet Common Stock (GOOG)
Broadcom Common Stock (AVGO)
Visa Common Stock (V)
Jpmorgan Chase & Co Common Stock (JPM)

View all positions for Adelphi Trust

Top funds holding Schwab Strategic Tr sht tm us tres

Ameriprise Financial
Sei Investments
Envestnet Asset Management
Stifel Financial
Wealthfront Advisers
Moisand Fitzgerald Tamayo
Pnc Financial Services
State Street Corporation
MCF Advisors
Bangor Savings Bank
Fiduciary Financial Group
Wells Fargo & Company
LVW Advisors
HPM Partners
Merit Financial Group

View all funds holding Schwab Strategic Tr sht tm us tres