Family Asset Management »

Schwab Strategic Tr sht tm us tres shares owned by Family Asset Management

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

Historical chart of Family Asset Management 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 Family Asset Management 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 Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 21k 48.98
2024-06-30 $1.1M 22k 48.13
2024-03-31 $1.7M 36k 48.21
2023-12-31 $1.8M 36k 48.45
2023-09-30 $1.2M 26k 47.89
2023-06-30 $216k 4.5k 48.06
2023-03-31 $311k 6.4k 48.79
2022-12-31 $570k 12k 48.24

More positions owned by Family Asset Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr S&p 500 Val Etf (IVE)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Msci Euro (IEUR)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Family Asset Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Jane Street
Sei Investments
Stifel Financial
Envestnet Asset Management
Wealthfront Advisers
Morningstar Investment Management
LPL Financial
State Street Corporation
Morgan Stanley
Renaissance Technologies
Pnc Financial Services
SCS Capital Management
MCF Advisors

View all funds holding Schwab Strategic Tr sht tm us tres