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

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

Historical chart of BDFS 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 BDFS 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 BDFS Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $880k 36k 24.37

More positions owned by BDFS Capital

First Tr Exchange-traded First Tr Enh New (FTSM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Trust Ishare 0-1 (SHV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Large Cap Val (DFLV)
John Hancock Exchange Traded Preferred Income (JHPI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
Northrop Grumman Corporation (NOC)

View all positions for BDFS 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
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