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Schwab Strategic Tr sht tm us tres shares owned by Kingsview Wealth Management

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

Historical chart of Kingsview Wealth Management 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 Kingsview Wealth Management 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 Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $997k 41k 24.40
2025-06-30 $1.0M 41k 24.38
2025-03-31 $1.0M 42k 24.34
2024-12-31 $948k 39k 24.06
2024-09-30 $1.0M 21k 48.98
2024-06-30 $1.1M 23k 48.13
2024-03-31 $1.3M 26k 48.21
2023-12-31 $1.3M 27k 48.45
2023-09-30 $2.4M 49k 47.89
2023-06-30 $2.8M 57k 48.06
2023-03-31 $3.8M 78k 48.79
2022-12-31 $415k 8.6k 48.24
2022-09-30 $339k 7.0k 48.31
2022-06-30 $348k 7.1k 49.17
2022-03-31 $321k 6.5k 49.54
2021-12-31 $351k 6.9k 50.79
2021-09-30 $409k 8.0k 51.21
2021-06-30 $470k 9.2k 51.19
2021-03-31 $446k 8.7k 51.32
2020-12-31 $614k 12k 51.35
2020-09-30 $4.1M 80k 51.50
2020-06-30 $4.3M 83k 51.64
2020-03-31 $3.9M 75k 51.73
2019-12-31 $1.3M 26k 50.04
2019-09-30 $3.3M 65k 50.58
2019-06-30 $2.3M 46k 50.59
2019-03-31 $2.1M 42k 50.20
2018-12-31 $1.8M 37k 49.92
2018-09-30 $1.5M 31k 49.57
2018-06-30 $2.7M 54k 49.75
2018-03-31 $1.3M 26k 49.86
2017-12-31 $1.3M 26k 50.04
2017-09-30 $1.2M 24k 50.41
2017-06-30 $1.2M 24k 50.40
2017-03-31 $1.2M 24k 50.48

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Oracle Corporation (ORCL)
Spdr Series Trust Portfli Intrmdit (SPTI)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFD)

View all positions for Kingsview Wealth Management

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