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Schwab Strategic Tr sht tm us tres shares owned by Midwest Trust

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

Historical chart of Midwest Trust 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 Midwest Trust 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 Midwest Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $30M 1.2M 24.40
2025-06-30 $29M 1.2M 24.38

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Microsoft Corporation (MSFT)
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Vanguard Index Fds Eetf (VO)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Fetf (GVI)
Abbvie (ABBV)
Facebook Inc cl a (META)
Berkshire Hathaway (BRK.B)
Dimensional Etf Trust Eetf (DFAS)
Vanguard Tax-managed Fds Ietf (VEA)
Wal-Mart Stores (WMT)

View all positions for Midwest Trust

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