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Schwab Strategic Tr sht tm us tres shares owned by Gilpin Wealth Management

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

Historical chart of Gilpin Wealth 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 Gilpin Wealth Management 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 Gilpin Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $34k 1.4k 24.27

More positions owned by Gilpin Wealth Management

Ishares Tr Msci Usa Value (VLUE)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Series Trust State Street Spd (FLRN)
Apple (AAPL)
Ishares Tr Core 30/70 Conse (AOK)
Spdr Series Trust State Street Spd (SPIB)
Alphabet Cap Stk Cl A (GOOGL)
Fortinet (FTNT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Gilpin Wealth Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Sei Investments
Ameriprise Financial
Envestnet Asset Management
Stifel Financial
Pnc Financial Services
Moisand Fitzgerald Tamayo
State Street Corporation
Wealthfront Advisers
MCF Advisors
Bangor Savings Bank
LPL Financial
Wells Fargo & Company
Fiduciary Financial Group
LVW Advisors

View all funds holding Schwab Strategic Tr sht tm us tres