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Schwab Strategic Tr sht tm us tres shares owned by Barnes Dennig Private Wealth Management

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

Historical chart of Barnes Dennig Private Wealth Management 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 Barnes Dennig Private Wealth Management 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 Barnes Dennig Private Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 43k 24.27
2025-12-31 $1.2M 49k 24.37
2025-09-30 $1.1M 43k 24.40

More positions owned by Barnes Dennig Private Wealth Management

Applied Materials (AMAT)
Bank of New York Mellon Corporation (BK)
BorgWarner (BWA)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Silver Tr Ishares (SLV)
Amgen (AMGN)
Charles Schwab Corporation (SCHW)
Medtronic SHS (MDT)
Ishares Tr Core S&p500 Etf (IVV)
Marvell Technology (MRVL)
Caterpillar (CAT)
Deere & Company (DE)
ON Semiconductor (ON)
Goldman Sachs Etf Tr Acces Treasury (GBIL)

View all positions for Barnes Dennig Private Wealth Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Sei Investments
Ameriprise Financial
Envestnet Asset Management
Stifel Financial
Pnc Financial Services
Moisand Fitzgerald Tamayo
State Street Corporation
Wealthfront Advisers
MCF Advisors
Bangor Savings Bank
LPL Financial
Wells Fargo & Company
Fiduciary Financial Group
LVW Advisors

View all funds holding Schwab Strategic Tr sht tm us tres