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Schwab Strategic Tr sht tm us tres shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 901k 24.40
2025-06-30 $21M 864k 24.38
2025-03-31 $20M 840k 24.34
2024-12-31 $20M 822k 24.06
2024-09-30 $19M 392k 48.98
2024-06-30 $18M 377k 48.13
2024-03-31 $18M 368k 48.21
2023-12-31 $17M 343k 48.45
2023-09-30 $15M 322k 47.89
2023-06-30 $15M 309k 48.06
2023-03-31 $15M 299k 48.79
2022-12-31 $14M 287k 48.24
2022-09-30 $14M 286k 48.26
2022-06-30 $13M 269k 49.19
2022-03-31 $13M 271k 49.54
2021-12-31 $13M 251k 50.85
2021-09-30 $13M 253k 51.19
2021-06-30 $12M 227k 51.22
2021-03-31 $11M 211k 51.31
2020-12-31 $9.0M 174k 51.39
2020-09-30 $8.5M 165k 51.50
2020-06-30 $7.3M 141k 51.62
2020-03-31 $6.5M 126k 51.72
2019-12-31 $6.6M 131k 50.48
2019-09-30 $4.8M 95k 50.58
2019-06-30 $4.6M 91k 50.59
2019-03-31 $4.5M 89k 50.19
2018-12-31 $4.5M 89k 49.91
2018-09-30 $4.2M 86k 49.41
2018-06-30 $3.9M 79k 49.74
2018-03-31 $3.8M 76k 49.84
2017-12-31 $3.6M 71k 50.03
2017-09-30 $3.3M 65k 50.40
2017-03-31 $2.9M 57k 50.47
2016-12-31 $2.8M 55k 50.43
2016-09-30 $2.5M 49k 50.79
2016-06-30 $2.2M 44k 50.96
2016-03-31 $2.0M 40k 50.79
2015-12-31 $223k 4.4k 50.54

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

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