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Schwab Strategic Tr sht tm us tres shares owned by Lummis Asset Management

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

Historical chart of Lummis Asset 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 Lummis Asset 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 Lummis Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 36k 48.98
2024-06-30 $1.8M 38k 48.13
2024-03-31 $1.8M 37k 48.21
2023-12-31 $1.8M 37k 48.45

More positions owned by Lummis Asset Management

Apple (AAPL)
Matador Resources (MTDR)
Microsoft Corporation (MSFT)
Berkshire Hathaway Cl B Com Class B
Oracle Corporation (ORCL)
Alphabet Inc Class C Com Class C (GOOG)
General Dynamics Corporation (GD)
Amern Tower Corp Class A Com Class A (AMT)
Thermo Fisher Scientific (TMO)
Ross Stores (ROST)
American International (AIG)
Acushnet Holdings Corp (GOLF)
Goldman Sachs (GS)
Pepsi (PEP)
Abbott Laboratories (ABT)

View all positions for Lummis Asset Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Jane Street
Sei Investments
Stifel Financial
Envestnet Asset Management
Wealthfront Advisers
Morningstar Investment Management
LPL Financial
State Street Corporation
Morgan Stanley
Renaissance Technologies
Pnc Financial Services
SCS Capital Management
MCF Advisors

View all funds holding Schwab Strategic Tr sht tm us tres