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Schwab Strategic Tr sht tm us tres shares owned by BFI Wealth Solutions

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

Historical chart of BFI Wealth Solutions 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 BFI Wealth Solutions 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 BFI Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.9M 120k 24.14

More positions owned by BFI Wealth Solutions

Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Strategic Tr Fundamental Intl (FNDF)
American Centy Etf Tr Avantis Us Larg (AVLC)
Schwab Strategic Tr Fundamental Intl (FNDC)
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Fund Em Equi Etf (FNDE)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)

View all positions for BFI Wealth Solutions

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Ameriprise Financial
Sei Investments
Envestnet Asset Management
Alliancebernstein
Stifel Financial
MCF Advisors
LPL Financial
Wealth Enhancement Advisory Services
Moisand Fitzgerald Tamayo
Wells Fargo & Company
Pnc Financial Services
State Street Corporation
Wealthfront Advisers

View all funds holding Schwab Strategic Tr sht tm us tres