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Schwab Strategic Tr sht tm us tres shares owned by Avestar Capital

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

Historical chart of Avestar Capital 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 Avestar Capital 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 Avestar Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 48k 24.40
2025-06-30 $1.2M 48k 24.38
2025-03-31 $1.2M 48k 24.34
2024-12-31 $1.3M 54k 24.06
2024-09-30 $1.3M 27k 48.98
2024-06-30 $1.3M 27k 48.13

More positions owned by Avestar Capital

NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C Call Option (GOOG)
Apple (AAPL)
Meta Platforms Cl A (META)
Amazon Call Option (AMZN)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Servicenow Put Option (NOW)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Alphabet Cap Stk Cl A Put Option (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
Bny Mellon Etf Trust Ultra Short Incm (BKUI)
Netflix Put Option (NFLX)

View all positions for Avestar Capital

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