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Schwab Strategic Tr sht tm us tres shares owned by Ethos Financial Group

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

Historical chart of Ethos Financial Group 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 Ethos Financial Group 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 Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $419k 8.6k 48.49
2023-09-30 $222k 4.6k 47.89
2023-06-30 $226k 4.6k 48.79
2023-03-31 $226k 4.6k 48.79
2022-12-31 $224k 4.6k 48.24

More positions owned by Ethos Financial Group

Schwab US Broad Market ETF Etf (SCHB)
Vanguard Total World Stock ETF Etf (VT)
Vaneck Morningstar Wide Moat ETF Etf (MOAT)
Schwab US Large Cap ETF Etf (SCHX)
Abrdn Physical Gold Shares ETF Etf (SGOL)
Schwab US Large Cap Growth ETF Etf (SCHG)
iShares TIPS Bond ETF Etf (TIP)
iShares 0-5 Year TIPS Bond ETF Etf (STIP)
Schwab US Large Cap Value ETF Etf (SCHV)
Apple (AAPL)
iShares Short Treasury Bond ETF Etf (SHV)
Schwab Fundamental Inl Large Com ETF Etf (FNDF)
Wisdomtree Managed Futures Strat ETF Etf (WTMF)
iShares 20 PLS Year Treasury BND ETF Etf (TLT)
SPDR S&P 500 Growth ETF Etf (SPYG)

View all positions for Ethos Financial Group

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
Financial Counselors
Bangor Savings Bank
Fund Evaluation Group
FLC Capital Advisors

View all funds holding Schwab Strategic Tr sht tm us tres