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Schwab Strategic Tr sht tm us tres shares owned by Bragg Financial Advisors

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

Historical chart of Bragg Financial Advisors investment in Schwab Strategic Tr sht tm us tres

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All positions including Schwab Strategic Tr sht tm us tres held by Bragg Financial Advisors 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 Bragg Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $458k 19k 24.40
2025-06-30 $453k 19k 24.38
2025-03-31 $508k 21k 24.34
2024-12-31 $502k 21k 24.06
2021-06-30 $225k 4.4k 51.31

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UGI Corporation (UGI)
Meta Platforms Cl A (META)
Servisfirst Bancshares (SFBS)

View all positions for Bragg Financial Advisors

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