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

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

Historical chart of Captrust Financial Advisors 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 Captrust 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $18M 365k 48.45
2023-09-30 $22M 463k 47.89
2023-06-30 $22M 447k 48.06
2023-03-31 $20M 413k 48.79
2022-12-31 $2.2M 45k 48.24
2022-09-30 $1.4M 30k 48.27
2022-06-30 $1.7M 35k 49.19
2022-03-31 $1.4M 28k 49.53
2021-12-31 $2.8M 54k 50.84
2021-09-30 $1.3M 26k 51.18
2021-06-30 $1.5M 29k 51.22
2021-03-31 $1.6M 32k 51.30
2020-12-31 $2.5M 48k 51.40
2020-09-30 $2.2M 43k 51.51
2020-06-30 $1.9M 38k 51.63
2020-03-31 $4.1M 80k 51.75
2019-12-31 $1.2M 24k 50.49
2019-09-30 $4.6M 92k 50.59
2019-06-30 $151k 3.0k 50.48
2019-03-31 $82k 1.6k 50.00
2018-12-31 $4.3M 86k 49.90
2018-09-30 $106k 2.1k 49.77
2018-06-30 $106k 2.1k 49.77
2018-03-31 $52k 1.0k 49.76
2017-12-31 $109k 2.2k 50.00
2017-09-30 $109k 2.2k 50.00

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust 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
Bsc Private Wealth Management
Wealthfront Advisers
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