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Schwab Strategic Tr sht tm us tres shares owned by Beckerman Institutional

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

Historical chart of Beckerman Institutional 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 Beckerman Institutional 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 Beckerman Institutional

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2M 90k 24.06
2024-09-30 $1.8M 37k 48.97

More positions owned by Beckerman Institutional

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Doubleline Etf Trust Opportunistic Bd (DBND)
Ishares Tr Core Msci Intl (IDEV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Beckerman Institutional

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Ameriprise Financial
Jpmorgan Chase & Co
Sei Investments
Envestnet Asset Management
Stifel Financial
LPL Financial
State Street Corporation
Renaissance Technologies
MCF Advisors
Morgan Stanley
Pnc Financial Services
West Coast Financial
Bsc Private Wealth Management
SCS Capital Management

View all funds holding Schwab Strategic Tr sht tm us tres