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Schwab Strategic Tr sht tm us tres shares owned by Clarity Wealth Development

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

Historical chart of Clarity Wealth Development 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 Clarity Wealth Development 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 Clarity Wealth Development

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.1M 337k 24.14

More positions owned by Clarity Wealth Development

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Global Sustaina (DFSB)
Dimensional Etf Trust International (DFSI)

View all positions for Clarity Wealth Development

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