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Schwab Strategic Tr sht tm us tres shares owned by Burling Wealth Partners

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

Historical chart of Burling Wealth Partners 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 Burling Wealth Partners 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 Burling Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $377k 16k 24.14

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Apple Stock (AAPL)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Vanguard Morningstar Mid-cap Etf Etf (VO)
Jpmorgan Chase & Co Stock (JPM)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Morningstar Small-cap Etf Etf (VB)
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Eli Lilly & Co Stock (LLY)
Vanguard Morningstar Total Stock Market Etf Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)

View all positions for Burling Wealth Partners

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Ameriprise Financial
Sei Investments
Envestnet Asset Management
Alliancebernstein
Stifel Financial
MCF Advisors
LPL Financial
Wealth Enhancement Advisory Services
Moisand Fitzgerald Tamayo
Wells Fargo & Company
Pnc Financial Services
State Street Corporation
Wealthfront Advisers

View all funds holding Schwab Strategic Tr sht tm us tres