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Schwab Strategic Tr sht tm us tres shares owned by Lumbard Investment Counseling

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

Historical chart of Lumbard Investment Counseling 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 Lumbard Investment Counseling 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 Lumbard Investment Counseling

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 43k 24.40
2025-06-30 $1.1M 47k 24.38
2025-03-31 $1.3M 53k 24.34

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Petroleo Brasileiro Sa Petrobr Adr (PBR)
Materion Corp Stock (MTRN)
Amazon Stock (AMZN)

View all positions for Lumbard Investment Counseling

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