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Schwab Strategic Tr sht tm us tres shares owned by MBM Wealth Consultants

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

Historical chart of MBM Wealth Consultants 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 MBM Wealth Consultants 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 MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.9M 203k 48.98
2024-06-30 $7.3M 152k 48.10
2024-03-31 $7.7M 159k 48.21
2023-12-31 $7.4M 153k 48.53
2023-09-30 $6.1M 127k 47.83

More positions owned by MBM Wealth Consultants

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for MBM Wealth Consultants

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