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Schwab Strategic Tr sht tm us tres shares owned by Beverly Hills Private Wealth

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

Historical chart of Beverly Hills 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 Beverly Hills 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 Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 8.4k 24.40

More positions owned by Beverly Hills Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Charles Schwab Corporation (SCHW)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Philip Morris International (PM)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Broadcom (AVGO)
Verizon Communications (VZ)
Cbl & Assoc Pptys Common Stock (CBL)

View all positions for Beverly Hills 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
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