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Schwab Strategic Tr sht tm us tres shares owned by Blom & Howell Financial Planning

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Blom & Howell Financial Planning from 13F filings

Historical chart of Blom & Howell Financial Planning 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 Blom & Howell Financial Planning 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 Blom & Howell Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $422k 17k 24.27
2025-12-31 $428k 18k 24.37

More positions owned by Blom & Howell Financial Planning

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for Blom & Howell Financial Planning

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
Bangor Savings Bank
MCF Advisors
LPL Financial
Fiduciary Financial Group
Wells Fargo & Company
LVW Advisors

View all funds holding Schwab Strategic Tr sht tm us tres