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Schwab Strategic Tr sht tm us tres shares owned by Gradient Capital Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Gradient Capital Advisors from 13F filings

Historical chart of Gradient Capital Advisors 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 Gradient Capital Advisors 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 Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $272k 5.6k 48.45
2022-09-30 $445k 9.2k 48.29
2021-09-30 $260k 5.1k 51.17
2021-06-30 $363k 7.1k 51.16
2021-03-31 $450k 8.8k 51.35
2020-12-31 $1.0M 20k 51.40
2020-09-30 $2.7M 53k 51.50
2020-06-30 $3.2M 62k 51.63
2020-03-31 $3.3M 64k 51.74
2019-12-31 $4.7M 93k 50.48
2019-09-30 $4.5M 90k 50.59
2019-06-30 $3.5M 68k 50.60
2019-03-31 $2.4M 47k 50.18
2018-12-31 $1.8M 36k 49.91
2018-09-30 $2.1M 42k 49.57
2018-06-30 $2.3M 45k 49.75
2018-03-31 $1.5M 30k 49.85

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab International Equity Etf Etf (SCHF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Jpmorgan Chase & Co Stock (JPM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Large-cap Etf Etf (VV)

View all positions for Gradient Capital Advisors

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