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

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

Historical chart of IFP 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 IFP 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 IFP Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 61k 24.40
2025-06-30 $2.5M 101k 24.38
2025-03-31 $667k 27k 24.34
2024-12-31 $412k 17k 24.06
2024-09-30 $322k 6.6k 48.98
2024-06-30 $2.4M 49k 48.13
2024-03-31 $2.3M 47k 48.21
2023-12-31 $2.5M 52k 48.45
2023-09-30 $2.7M 56k 47.89
2023-06-30 $2.6M 52k 49.68
2023-03-31 $2.9M 59k 49.68
2022-12-31 $4.4M 89k 49.66
2022-09-30 $2.7M 55k 49.77
2022-06-30 $2.8M 56k 49.75
2022-03-31 $526k 11k 49.60
2021-12-31 $521k 10k 51.05
2021-09-30 $445k 8.7k 51.15
2021-06-30 $425k 8.4k 50.73
2021-03-31 $501k 9.8k 50.96
2020-12-31 $661k 13k 51.11
2020-09-30 $483k 9.4k 51.42
2020-06-30 $392k 7.7k 51.24
2020-03-31 $223k 4.3k 51.49
2019-12-31 $111k 2.2k 49.75
2019-09-30 $260k 5.1k 50.67
2019-03-31 $109k 2.2k 50.16
2018-12-31 $311k 6.2k 49.79
2018-09-30 $281k 5.7k 49.49
2018-06-30 $258k 5.2k 49.83
2018-03-31 $298k 6.0k 49.86
2017-12-31 $293k 5.9k 50.05
2017-09-30 $228k 4.5k 50.48
2017-03-31 $152k 3.0k 50.33
2016-12-31 $46k 905 50.83
2016-09-30 $7.0k 147 47.62
2016-06-30 $58k 1.1k 51.15
2016-03-31 $7.0k 147 47.62
2015-12-31 $7.0k 147 47.62

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Amazon cs (AMZN)
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Ishares Tr S&p 100 Etf cs (OEF)
Wisdomtree Tr Us Qtly Div Grt mc (DGRW)
Spdr Index cs (SPDW)
Vanguard Index Fds S&p 500 Etf mc (VOO)

View all positions for IFP 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