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Schwab Strategic Tr sht tm us tres shares owned by Capital Planning

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

Historical chart of Capital 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 Capital 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 Capital Planning

Quarter filed Position value Share count Share price at filing
2025-03-31 $387k 16k 24.34
2024-12-31 $260k 11k 24.06
2023-12-31 $347k 7.2k 48.45
2023-09-30 $3.7M 78k 47.89
2023-06-30 $1.3M 26k 48.06
2021-12-31 $2.8M 55k 50.85
2021-09-30 $367k 7.2k 51.17

More positions owned by Capital Planning

iShares Core S&P 500 ETF Exchange Traded Fund (IVV)
Microsoft Corp Common Stock (MSFT)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
Quanta Services Common Stock (PWR)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
Vanguard Information Technology ETF Exchange Traded Fund (VGT)
Vanguard Small-Cap ETF Exchange Traded Fund (VB)
Boeing Common Stock (BA)
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)
Vanguard Large-Cap ETF Exchange Traded Fund (VV)
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)
Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)
iShares MSCI USA Momentum Factor ETF Exchange Traded Fund (MTUM)
Technology Select Sector SPDR ETF Exchange Traded Fund (XLK)
Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)

View all positions for Capital 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