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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

Tip: Access up to 7 years of quarterly data

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
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)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Costco Wholesale Corporation (COST)
Ishares Tr Short Treas Bd (SHV)
Stellar Bancorp Ord (STEL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
SCS Capital Management
Pnc Financial Services
Mercer Global Advisors
Greenline Partners
MCF Advisors
Bangor Savings Bank
Fund Evaluation Group
FLC Capital Advisors
Massmutual Trust

View all funds holding Schwab Strategic Tr sht tm us tres