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Schwab Strategic Tr sht tm us tres shares owned by Brewster Financial Planning

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

Historical chart of Brewster 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 Brewster 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 Brewster Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $286k 12k 24.40
2025-06-30 $265k 11k 24.38
2025-03-31 $264k 11k 24.34

More positions owned by Brewster Financial Planning

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Select Us Reit (ICF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Esg Aware Msci (ESML)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Brewster Financial Planning

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