Maltin Wealth Management »

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

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

Historical chart of Maltin 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 Maltin Wealth 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 Maltin Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 101k 48.98
2024-06-30 $5.0M 105k 48.13
2024-03-31 $3.5M 72k 48.21
2023-12-31 $3.4M 71k 48.45
2023-09-30 $2.0M 41k 47.89

More positions owned by Maltin Wealth Management

First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Gold Tr Ishares New (IAU)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Emrg (PIE)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Ishares Tr Core High Dv Etf (HDV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Pgim Rock Etf Tr Pgim Us Large Cp (JUNP)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Industrial Etf (VIS)
First Tr Exchng Traded Fd Vi Vest U S Equity (RSJN)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Pgim Rock Etf Tr Laddered Fd Of B (BUFP)

View all positions for Maltin Wealth 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