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

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

Historical chart of Arcadia 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 Arcadia 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 Arcadia Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.7k 356 24.40
2025-06-30 $8.7k 356 24.38
2025-03-31 $8.7k 356 24.34
2024-12-31 $18k 752 24.06
2024-09-30 $18k 376 48.98
2024-06-30 $18k 376 48.13
2024-03-31 $18k 376 48.21
2023-12-31 $18k 376 48.45
2023-09-30 $18k 376 47.89
2023-06-30 $18k 376 48.06
2023-03-31 $18k 376 48.79
2022-12-31 $18k 376 48.24
2022-09-30 $18k 376 48.26
2022-06-30 $20k 400 49.19
2022-03-31 $116k 2.3k 49.54
2021-12-31 $382k 7.5k 50.85
2021-09-30 $385k 7.5k 51.19
2021-06-30 $392k 7.7k 51.22
2021-03-31 $454k 8.9k 51.31
2020-12-31 $622k 12k 51.39
2020-09-30 $678k 13k 51.50
2020-06-30 $708k 14k 51.63
2020-03-31 $1.2M 22k 51.73
2019-12-31 $172k 3.4k 50.48
2019-09-30 $150k 3.0k 50.59
2019-06-30 $796k 16k 50.59
2019-03-31 $4.5M 90k 50.19
2018-12-31 $6.0M 119k 49.91
2018-09-30 $6.8M 136k 49.57
2018-06-30 $6.5M 131k 49.74
2018-03-31 $6.3M 127k 49.84
2017-12-31 $6.4M 127k 50.03

More positions owned by Arcadia Investment Advisors

Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Rus Top 200 Etf (IWL)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard World Mega Cap Val Etf (MGV)
American Centy Etf Tr Avantis Us Larg (AVLC)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibds Dec28 Etf (IBDT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Arcadia 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