AllSquare Wealth Management »

Schwab Strategic Tr sht tm us tres shares owned by AllSquare Wealth Management

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

Historical chart of AllSquare Wealth Management 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 AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $75k 3.1k 24.38
2025-03-31 $27k 1.1k 24.34
2024-12-31 $26k 1.1k 24.06
2024-09-30 $27k 546 48.98
2024-06-30 $26k 546 48.13
2024-03-31 $26k 546 48.21
2023-12-31 $31k 646 48.45
2023-09-30 $31k 646 47.89
2023-06-30 $31k 646 48.39
2023-03-31 $32k 646 48.79
2022-12-31 $31k 646 48.24
2022-09-30 $31k 646 47.99
2022-06-30 $37k 746 49.60
2022-03-31 $37k 746 49.60
2021-12-31 $38k 746 50.94
2021-09-30 $38k 746 50.94
2021-06-30 $38k 746 50.94
2021-03-31 $38k 746 50.94
2020-12-31 $38k 746 50.94
2020-09-30 $38k 746 50.94
2020-06-30 $39k 746 52.28
2020-03-31 $39k 746 52.28
2019-12-31 $38k 746 50.94
2019-09-30 $38k 746 50.94
2019-06-30 $38k 746 50.94
2019-03-31 $37k 746 49.60
2018-12-31 $23k 465 49.46
2018-09-30 $23k 465 49.46
2018-06-30 $23k 465 49.46
2018-03-31 $23k 465 49.46
2017-12-31 $23k 465 49.46
2017-09-30 $23k 465 49.46
2017-06-30 $23k 465 49.46
2017-03-31 $121k 2.4k 50.48
2016-12-31 $121k 2.4k 50.48
2016-09-30 $122k 2.4k 50.90
2016-06-30 $122k 2.4k 50.90
2016-03-31 $653k 13k 50.79
2015-12-31 $648k 13k 50.40
2015-09-30 $653k 13k 50.79
2015-06-30 $652k 13k 50.72
2015-03-31 $652k 13k 50.72
2014-12-31 $650k 13k 50.56

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Microsoft Stock (MSFT)
Apple Stock (AAPL)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab Emerging Market Eq Etf Etf (SCHE)
Schwab International Equity Etf Etf (SCHF)
Jpmorgan Chase & Co Stock (JPM)
Powershares Qqq Tr Etf (QQQ)

View all positions for AllSquare Wealth Management

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