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Schwab Strategic Tr sht tm us tres shares owned by Holcombe Financial

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

Historical chart of Holcombe Financial 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 Holcombe Financial 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 Holcombe Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $26M 1.1M 24.40
2025-06-30 $25M 1.0M 24.38
2025-03-31 $24M 970k 24.34
2024-12-31 $25M 1.0M 24.06

More positions owned by Holcombe Financial

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Apple (AAPL)
Listed Fds Tr Overlay Shares (OVLH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Listed Fds Tr Overlay Shs Shrt (OVT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Doubleline Etf Trust Commercial Real (DCRE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Simplify Exchange Traded Fun Simplify Interst (PFIX)
Flexshares Tr Intl Qltdv Idx (IQDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Montrose Environmental Group (MEG)

View all positions for Holcombe Financial

Top funds holding Schwab Strategic Tr sht tm us tres

Jpmorgan Chase & Co
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Envestnet Asset Management
Stifel Financial
Wealthfront Advisers
Pnc Financial Services
Moisand Fitzgerald Tamayo
Morgan Stanley
LPL Financial
State Street Corporation
HPM Partners
Wealth Enhancement Advisory Services
MCF Advisors
Bsc Private Wealth Management

View all funds holding Schwab Strategic Tr sht tm us tres