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Schwab Strategic Tr sht tm us tres shares owned by Bright Futures Wealth Management

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

Historical chart of Bright Futures 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 Bright Futures 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 Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $869k 36k 24.25
2024-06-30 $901k 19k 48.71
2024-03-31 $887k 18k 48.10

More positions owned by Bright Futures Wealth Management

Apple (AAPL)
Amazon (AMZN)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr S&p Regl Bkg (KRE)
Ishares Tr 3 7 Yr Treas Bd (IEI)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Pacer Us Small (CALF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Vanguard World Mega Grwth Ind (MGK)
Blackstone Mtg Tr Com Cl A (BXMT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Bright Futures Wealth Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Jane Street
Sei Investments
Stifel Financial
Envestnet Asset Management
Wealthfront Advisers
Morningstar Investment Management
LPL Financial
State Street Corporation
Morgan Stanley
Renaissance Technologies
Pnc Financial Services
SCS Capital Management
MCF Advisors

View all funds holding Schwab Strategic Tr sht tm us tres