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Schwab Strategic Tr sht tm us tres shares owned by Blue Bell Private Wealth Management

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

Historical chart of Blue Bell Private Wealth Management 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 Blue Bell Private Wealth Management 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 Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $20k 422 48.21
2023-12-31 $173k 3.6k 48.45
2023-09-30 $20k 422 47.89
2023-06-30 $20k 422 48.06
2021-06-30 $13k 249 52.21
2021-03-31 $13k 249 52.21
2020-12-31 $10k 249 40.16
2020-09-30 $13k 249 52.21
2020-06-30 $10k 249 40.16
2020-03-31 $13k 249 52.21
2019-12-31 $58k 1.1k 50.48
2019-09-30 $13k 249 52.21
2019-06-30 $14k 282 49.65
2019-03-31 $59k 1.2k 49.92
2018-12-31 $14k 282 49.65
2018-09-30 $14k 282 49.65
2018-06-30 $14k 282 49.65
2018-03-31 $14k 282 49.65
2017-12-31 $14k 282 49.65
2017-09-30 $50k 984 50.81
2017-06-30 $50k 985 50.76
2017-03-31 $50k 985 50.76
2016-12-31 $50k 985 50.76
2016-09-30 $51k 985 51.78
2016-06-30 $53k 1.0k 51.51
2016-03-31 $52k 1.0k 50.53
2015-12-31 $52k 1.0k 50.53
2015-09-30 $67k 1.3k 50.41
2015-06-30 $67k 1.3k 50.41
2015-03-31 $67k 1.3k 50.41
2014-12-31 $67k 1.3k 50.41
2014-09-30 $67k 1.3k 50.45
2014-06-30 $67k 1.3k 50.45
2014-03-31 $77k 1.5k 50.62
2013-12-31 $76k 1.5k 50.87

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
SCS Capital Management
Pnc Financial Services
Mercer Global Advisors
Greenline Partners
MCF Advisors
Financial Counselors
Bangor Savings Bank
Fund Evaluation Group
FLC Capital Advisors

View all funds holding Schwab Strategic Tr sht tm us tres