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Schwab Strategic Tr sht tm us tres shares owned by Morris Financial Concepts

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

Historical chart of Morris Financial Concepts 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 Morris Financial Concepts 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 Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $435 18 24.17
2022-12-31 $7.1k 147 48.24

More positions owned by Morris Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Dimensional Etf Trust Us Cor Equ 2 Etf
Ishares Tr Trust Ishare 0-1 (SHV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Us Larg Valu Etf (DFLV)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Morris Financial Concepts

Top funds holding Schwab Strategic Tr sht tm us tres

Keystone Global Partners
Bank of America Corporation
Jpmorgan Chase & Co
Ameriprise Financial
Sei Investments
Envestnet Asset Management
Alliancebernstein
Stifel Financial
MCF Advisors
Wealth Enhancement Advisory Services
Moisand Fitzgerald Tamayo
LPL Financial
Wells Fargo & Company
Pnc Financial Services
Wealthfront Advisers

View all funds holding Schwab Strategic Tr sht tm us tres