MidAtlantic Capital Management »

Schwab Strategic Tr sht tm us tres shares owned by MidAtlantic Capital Management

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

Historical chart of MidAtlantic Capital 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 MidAtlantic Capital 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 MidAtlantic Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $48k 2.0k 24.37
2024-12-31 $48k 2.0k 24.06
2024-09-30 $49k 992 48.98
2024-06-30 $48k 992 48.13
2024-03-31 $48k 992 48.21
2023-12-31 $48k 992 48.45

More positions owned by MidAtlantic Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
T Rowe Price Etf Ultra Shrt Trm (TBUX)

View all positions for MidAtlantic Capital Management

Top funds holding Schwab Strategic Tr sht tm us tres

Ameriprise Financial
Sei Investments
Envestnet Asset Management
Stifel Financial
Wealthfront Advisers
Moisand Fitzgerald Tamayo
Pnc Financial Services
State Street Corporation
MCF Advisors
Bangor Savings Bank
Fiduciary Financial Group
Wells Fargo & Company
HPM Partners
LVW Advisors
Merit Financial Group

View all funds holding Schwab Strategic Tr sht tm us tres