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Schwab Strategic Tr sht tm us tres shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial 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 Comprehensive Financial 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $78k 3.2k 24.37
2025-09-30 $80k 3.3k 24.40
2025-06-30 $57k 2.3k 24.37
2025-03-31 $56k 2.3k 24.34
2024-12-31 $55k 2.3k 24.06

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Top funds holding Schwab Strategic Tr sht tm us tres

Jpmorgan Chase & Co
Ameriprise Financial
Sei Investments
Envestnet Asset Management
Stifel Financial
Valpey Financial Services
Wealthfront Advisers
Pnc Financial Services
Moisand Fitzgerald Tamayo
Wealth Enhancement Advisory Services
State Street Corporation
MCF Advisors
Bangor Savings Bank
Wells Fargo & Company
HPM Partners

View all funds holding Schwab Strategic Tr sht tm us tres