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Schwab Strategic Tr sht tm us tres shares owned by Mpwm Advisory Solutions

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

Historical chart of Mpwm Advisory Solutions 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 Mpwm Advisory Solutions 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 Mpwm Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 52k 24.37
2025-09-30 $1.1M 43k 24.40
2025-06-30 $77k 3.2k 24.38

More positions owned by Mpwm Advisory Solutions

SPDR S&P MF Closed and MF Open (SPY)
State Street MF Closed and MF Open (SPTM)
Invesco Qqq MF Closed and MF Open (QQQ)
Invesco Nasdaq MF Closed and MF Open (QQQM)
State Street MF Closed and MF Open (SPTL)
Ishares Russell MF Closed and MF Open (IWM)
First Trust MF Closed and MF Open (BUFQ)
Vaneck Clo MF Closed and MF Open (CLOI)
State Street MF Closed and MF Open (XLI)
Dimensional Us MF Closed and MF Open (DFUS)
State Street MF Closed and MF Open (SPYG)
Ishares Msci MF Closed and MF Open (INDA)
Victoryshares Us MF Closed and MF Open (CDL)
Capital Group MF Closed and MF Open (CGGR)
First Trust MF Closed and MF Open (SDVY)

View all positions for Mpwm Advisory Solutions

Top funds holding Schwab Strategic Tr sht tm us tres

Jpmorgan Chase & Co
Ameriprise Financial
Sei Investments
Envestnet Asset Management
Stifel Financial
Valpey Financial Services
Wealthfront Advisers
Pnc Financial Services
Moisand Fitzgerald Tamayo
Wealth Enhancement Advisory Services
State Street Corporation
MCF Advisors
Bangor Savings Bank
Wells Fargo & Company
HPM Partners

View all funds holding Schwab Strategic Tr sht tm us tres