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Schwab Strategic Tr sht tm us tres shares owned by McClarren Financial Advisors

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

Historical chart of McClarren Financial Advisors investment in Schwab Strategic Tr sht tm us tres

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All positions including Schwab Strategic Tr sht tm us tres held by McClarren Financial Advisors 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 McClarren Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $63k 1.3k 48.20
2023-09-30 $101k 2.1k 47.84
2023-06-30 $359k 7.5k 47.99

More positions owned by McClarren Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard World Mega Cap Index (MGC)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Msci Kld400 Soc (DSI)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for McClarren Financial Advisors

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