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Schwab Strategic Tr sht tm us tres shares owned by Journey Beyond Wealth

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

Historical chart of Journey Beyond Wealth 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 Journey Beyond Wealth 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 Journey Beyond Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 127k 24.40
2025-06-30 $2.9M 119k 24.38
2025-03-31 $3.6M 148k 24.34

More positions owned by Journey Beyond Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded SHS (QTEC)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Expnd Tec Sc Etf (IGM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr National Mun Etf (MUB)

View all positions for Journey Beyond Wealth

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