Dover Advisors »

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

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

Historical chart of Dover Advisors investment in Schwab Strategic Tr sht tm us tres

Oct 2024Nov 2024Dec 2024Jan 2025Feb 2025Mar 2025Apr 20252.8M3M3.2M60k80k100k120k140k
Value ($)Share countHistorical SCHO position of Dover Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Dover Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Dover Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.7M 111k 24.34
2024-12-31 $3.3M 136k 24.06
2024-09-30 $2.7M 55k 48.98

More positions owned by Dover Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Coca-Cola Company (KO)
Udr (UDR)
Raytheon Technologies Corp (RTX)
Eaton Corp SHS (ETN)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Abbott Laboratories (ABT)
Exxon Mobil Corporation (XOM)
Kla Corp Com New (KLAC)

View all positions for Dover Advisors

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Ameriprise Financial
Jpmorgan Chase & Co
Sei Investments
Envestnet Asset Management
Stifel Financial
LPL Financial
State Street Corporation
West Coast Financial
Renaissance Technologies
MCF Advisors
Morgan Stanley
Pnc Financial Services
Bsc Private Wealth Management
SCS Capital Management

View all funds holding Schwab Strategic Tr sht tm us tres