American Institute for Advanced Investment Management »

Schwab Strategic Tr sht tm us tres shares owned by American Institute for Advanced Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by American Institute for Advanced Investment Management from 13F filings

Historical chart of American Institute for Advanced Investment 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 American Institute for Advanced Investment 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 American Institute for Advanced Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 9.5k 24.40
2025-06-30 $232k 9.5k 24.38
2025-03-31 $231k 9.5k 24.34

More positions owned by American Institute for Advanced Investment Management

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Vaneck Etf Trust Uranium And Nucl (NLR)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for American Institute for Advanced Investment 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