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Schwab Strategic Tr sht tm us tres shares owned by Family Investment Center

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

Historical chart of Family Investment Center 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 Investment Center 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 Family Investment Center

Quarter filed Position value Share count Share price at filing
2024-03-31 $934k 19k 48.21
2023-12-31 $934k 19k 48.45
2023-09-30 $915k 19k 47.89
2023-06-30 $912k 19k 48.06
2023-03-31 $921k 19k 48.79
2022-12-31 $907k 19k 48.24

More positions owned by Family Investment Center

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares U S Etf Tr Commodity Curve (CCRV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Pimco Etf Tr Sr Ln Active Etf (LONZ)

View all positions for Family Investment Center

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
Bangor Savings Bank
Fund Evaluation Group
FLC Capital Advisors
Massmutual Trust

View all funds holding Schwab Strategic Tr sht tm us tres