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Schwab Strategic Tr sht tm us tres shares owned by Advisor OS

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

Historical chart of Advisor OS investment in Schwab Strategic Tr sht tm us tres

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All positions including Schwab Strategic Tr sht tm us tres held by Advisor OS 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 Advisor OS

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 8.5k 24.40
2025-06-30 $206k 8.4k 24.50
2025-03-31 $201k 8.2k 24.50
2020-06-30 $1.0M 20k 51.64

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View all positions for Advisor OS

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