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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

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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
2024-03-31 $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 Inter (YJUN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
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)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core High Dv Etf (HDV)
Vanguard World Industrial Etf (VIS)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Maltin Wealth Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
SCS Capital Management
Pnc Financial Services
Mercer Global Advisors
Greenline Partners
MCF Advisors
Bangor Savings Bank
Fund Evaluation Group
FLC Capital Advisors
Massmutual Trust

View all funds holding Schwab Strategic Tr sht tm us tres