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Schwab Strategic Tr sht tm us tres shares owned by Global Assets Advisory

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Global Assets Advisory from 13F filings

Historical chart of Global Assets Advisory 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 Global Assets Advisory 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 Global Assets Advisory

Quarter filed Position value Share count Share price at filing
2025-03-31 $339k 14k 24.31
2024-03-31 $699k 34k 20.85

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Top funds holding Schwab Strategic Tr sht tm us tres

Jpmorgan Chase & Co
Ameriprise Financial
Sei Investments
Envestnet Asset Management
Stifel Financial
Wealthfront Advisers
Pnc Financial Services
Moisand Fitzgerald Tamayo
LPL Financial
Wealth Enhancement Advisory Services
State Street Corporation
HPM Partners
MCF Advisors
Bsc Private Wealth Management
Bangor Savings Bank

View all funds holding Schwab Strategic Tr sht tm us tres