Lummis Asset Management »

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

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

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
2024-06-30 $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

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

View all positions for Lummis Asset Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
Stifel Financial
Charles Schwab Investment Management
Wealthfront Advisers
Bsc Private Wealth Management
LPL Financial
State Street Corporation
Morgan Stanley
Pnc Financial Services
SCS Capital Management
MCF Advisors
Mercer Global Advisors
Morningstar Investment Management

View all funds holding Schwab Strategic Tr sht tm us tres