LifePlan Financial »

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

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

Historical chart of LifePlan 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 LifePlan Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by LifePlan Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $967k 20k 48.21
2023-12-31 $936k 19k 48.45

More positions owned by LifePlan Financial

Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Materials (XLB)
Amplify Etf Tr Blackswan Grwt (SWAN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Microsoft Corporation (MSFT)
salesforce (CRM)
Medtronic SHS (MDT)
Vanguard World Mega Grwth Ind (MGK)

View all positions for LifePlan Financial

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Sei Investments
Charles Schwab Investment Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
SCS Capital Management
Mercer Global Advisors
Pnc Financial Services
Greenline Partners
MCF Advisors
Financial Counselors
Bangor Savings Bank
FLC Capital Advisors

View all funds holding Schwab Strategic Tr sht tm us tres