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Schwab Strategic Tr sht tm us tres shares owned by Innovative Wealth Building

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

Historical chart of Innovative Wealth Building 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 Innovative Wealth Building 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 Innovative Wealth Building

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 89k 24.40
2025-06-30 $2.6M 106k 24.38
2025-03-31 $2.8M 116k 24.34

More positions owned by Innovative Wealth Building

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core Us Aggbd Et (AGG)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Prtflo S&p500 Hi (SPYD)
Ishares Tr Broad Usd High (USHY)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Innovative Wealth Building

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
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