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Schwab Strategic Tr sht tm us tres shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management Group 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 National Wealth Management Group 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 24k 48.45
2023-09-30 $586k 12k 47.89
2023-06-30 $508k 11k 48.00
2023-03-31 $465k 9.5k 48.74

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View all positions for National Wealth Management Group

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
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