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Schwab Strategic Tr sht tm us tres shares owned by Ballast Rock Private Wealth

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

Historical chart of Ballast Rock Private Wealth 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 Ballast Rock Private Wealth 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 Ballast Rock Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 76k 24.37

More positions owned by Ballast Rock Private Wealth

Apple (AAPL)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vs Trust -1x Shrt Vix Fut (SVIX)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Ballast Rock Private Wealth

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
Wealth Enhancement Advisory Services
State Street Corporation
MCF Advisors
Bangor Savings Bank
Wells Fargo & Company
HPM Partners
Stephens Group Asset Management

View all funds holding Schwab Strategic Tr sht tm us tres