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Schwab Strategic Tr sht tm us tres shares owned by Gateway Wealth Partners

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

Historical chart of Gateway Wealth Partners 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 Gateway Wealth Partners 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 Gateway Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 23k 48.98
2024-06-30 $1.3M 27k 48.13
2024-03-31 $240k 5.0k 48.21
2023-09-30 $223k 4.7k 47.88

More positions owned by Gateway Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Apple (AAPL)
First Tr Value Line Divid In SHS (FVD)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dbx Etf Tr Xtrackers S&p (SNPE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
Vanguard Index Fds Value Etf (VTV)

View all positions for Gateway Wealth Partners

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