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Schwab Strategic Tr sht tm us tres shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management from 13F filings

Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management 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 Carlton, Hoffferkamp & Jenks 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 Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 183k 24.44
2025-06-30 $4.4M 182k 24.28
2025-03-31 $4.8M 199k 24.35
2024-12-31 $5.4M 222k 24.17
2024-09-30 $5.4M 222k 24.18
2024-06-30 $5.2M 108k 48.43
2024-03-31 $5.2M 109k 47.88
2023-12-31 $5.1M 105k 48.43
2023-09-30 $5.5M 115k 47.81
2023-06-30 $5.8M 120k 47.99
2023-03-31 $5.8M 119k 48.79
2022-12-31 $5.9M 122k 48.57
2022-09-30 $6.0M 124k 48.07
2022-06-30 $6.6M 134k 49.07
2022-03-31 $6.3M 127k 49.36
2021-12-31 $6.3M 124k 50.61
2021-09-30 $5.7M 111k 51.03
2021-06-30 $5.8M 113k 51.24
2021-03-31 $7.0M 136k 51.29
2020-12-31 $7.1M 138k 51.39
2020-09-30 $7.3M 141k 51.37
2020-06-30 $7.5M 146k 51.62
2020-03-31 $7.7M 149k 51.68
2019-12-31 $7.7M 151k 50.68
2019-09-30 $7.7M 153k 50.60
2019-06-30 $7.3M 145k 50.47
2019-03-31 $7.2M 144k 50.19
2018-12-31 $8.1M 162k 49.91
2018-09-30 $8.2M 165k 49.56
2018-06-30 $8.4M 169k 49.70
2018-03-31 $8.6M 173k 49.82
2017-12-31 $7.9M 157k 50.03
2017-09-30 $8.0M 159k 50.40
2017-06-30 $8.1M 161k 50.42
2017-03-31 $8.1M 161k 50.46
2016-12-31 $8.1M 160k 50.42
2016-09-30 $7.0M 138k 50.79
2016-06-30 $6.9M 136k 50.96
2016-03-31 $7.1M 140k 50.80
2015-12-31 $7.3M 144k 50.49
2015-09-30 $6.8M 135k 50.80
2015-06-30 $7.0M 138k 50.66
2015-03-31 $6.8M 134k 50.74
2014-12-31 $6.7M 133k 50.57
2014-09-30 $6.4M 126k 50.61
2014-06-30 $6.1M 121k 50.61
2014-03-31 $5.9M 116k 50.55
2013-12-31 $5.6M 110k 50.55
2013-09-30 $4.4M 88k 50.53
2013-06-30 $3.6M 71k 50.46
2013-03-31 $3.4M 67k 50.53
2012-12-31 $2.5M 49k 50.49
2012-09-30 $2.4M 48k 50.52
2012-06-30 $1.6M 31k 50.43
2012-03-31 $493k 9.8k 50.37

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
TJX Companies (TJX)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding Schwab Strategic Tr sht tm us tres

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Ameriprise Financial
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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