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

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

Historical chart of LLBH Private 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 LLBH Private 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 LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $770k 32k 24.40
2025-06-30 $798k 33k 24.38
2025-03-31 $775k 32k 24.34

More positions owned by LLBH Private Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Lionsgate Studios Corp (LION)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)

View all positions for LLBH Private 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
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