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Schwab Strategic Tr sht tm us tres shares owned by Herold Advisors

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

Historical chart of Herold 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 Herold 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 Herold Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 41k 48.98
2024-06-30 $1.9M 39k 48.13
2024-03-31 $1.9M 40k 48.21
2023-12-31 $1.9M 39k 48.45
2023-09-30 $231k 4.8k 47.89
2023-06-30 $232k 4.8k 48.06

More positions owned by Herold Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Mastercard Incorporated Cl A (MA)
Abbvie (ABBV)
Visa Com Cl A (V)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Meta Platforms Cl A (META)
Etf Ser Solutions Distillate Us (DSTL)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Herold Advisors

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Ameriprise Financial
Jpmorgan Chase & Co
Sei Investments
Envestnet Asset Management
Stifel Financial
LPL Financial
State Street Corporation
Renaissance Technologies
MCF Advisors
Morgan Stanley
Pnc Financial Services
West Coast Financial
Bsc Private Wealth Management
SCS Capital Management

View all funds holding Schwab Strategic Tr sht tm us tres