Mainsail Financial Group »

Schwab Strategic Tr sht tm us tres shares owned by Mainsail Financial Group

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

Historical chart of Mainsail Financial Group 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 Mainsail Financial Group 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 Mainsail Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 91k 24.40
2025-06-30 $2.1M 85k 24.23

More positions owned by Mainsail Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange-traded SHS (QTEC)
Ishares Tr Rus Md Cp Gr Etf (IWP)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Msci India Sm Cp (SMIN)
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)
First Tr Exchange-traded Wtr Etf (FIW)

View all positions for Mainsail Financial Group

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