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Schwab Strategic Tr sht tm us tres shares owned by CWM Advisors

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

Historical chart of CWM Advisors 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 CWM Advisors 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 CWM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 661k 24.40
2025-06-30 $16M 656k 24.38
2025-03-31 $23M 932k 24.34
2022-12-31 $927k 19k 48.24
2022-09-30 $865k 18k 48.25

More positions owned by CWM Advisors

Caterpillar (CAT)
Arista Networks Com Shs (ANET)
Amphenol Corp Cl A (APH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Kla Corp Com New (KLAC)
Interactive Brokers Group In Com Cl A (IBKR)
Progressive Corporation (PGR)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Welltower Inc Com reit (WELL)
Applovin Corp Com Cl A (APP)
Prologis (PLD)
Parker-Hannifin Corporation (PH)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)

View all positions for CWM Advisors

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