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Schwab Strategic Tr sht tm us tres shares owned by Mb, Levis & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Mb, Levis & Associates from 13F filings

Historical chart of Mb, Levis & Associates 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 Mb, Levis & Associates 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 Mb, Levis & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7k 193 24.40
2024-09-30 $4.2k 85 48.98
2024-06-30 $13k 265 48.13
2024-03-31 $25k 515 48.21
2023-12-31 $35k 715 48.45

More positions owned by Mb, Levis & Associates

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Wisdomtree Tr Us High Dividend (DHS)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Ibonds Dec 2035 (IBCA)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 2034 (IBDZ)
Ishares Tr Ibonds Dec 2032 (IBDX)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Ishares Tr Ibonds Dec 2033 (IBDY)
American Centy Etf Tr Us Quality Grow (QGRO)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)

View all positions for Mb, Levis & Associates

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