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Schwab Strategic Tr sht tm us tres shares owned by ARS Wealth Advisors Group

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

Historical chart of ARS Wealth Advisors Group 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 ARS Wealth Advisors Group 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 ARS Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $922k 38k 24.40
2025-06-30 $902k 37k 24.38
2025-03-31 $224k 9.2k 24.34

More positions owned by ARS Wealth Advisors Group

Spdr Series Trust Portfoli S&p1500 (SPTM)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Broadcom (AVGO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Select Sector Spdr Tr Technology (XLK)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Exxon Mobil Corporation (XOM)
Johnson & Johnson (JNJ)
Spdr Gold Tr Gold Shs (GLD)
Chevron Corporation (CVX)

View all positions for ARS Wealth Advisors Group

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