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Schwab Strategic Tr sht tm us tres shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth 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 Heartwood Wealth 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 Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $20M 415k 48.79
2022-12-31 $20M 404k 48.24
2022-09-30 $21M 434k 48.26
2022-06-30 $21M 434k 49.19
2022-03-31 $21M 427k 49.54
2021-12-31 $17M 335k 50.85
2021-09-30 $17M 337k 51.19
2021-06-30 $17M 327k 51.22
2021-03-31 $17M 324k 51.31
2020-12-31 $15M 293k 51.39
2020-09-30 $15M 284k 51.50
2020-06-30 $15M 356k 40.96
2020-03-31 $14M 269k 51.73
2019-12-31 $7.9M 157k 50.48

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Russell 1000 Etf Etf (VONE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Global X Uranium Etf Etf (URA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Goldman Sachs Future Tech Leaders Equity Etf Etf (GTEK)

View all positions for Heartwood Wealth Advisors

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