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Schwab Strategic Tr sht tm us tres shares owned by Newman & Schimel

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Newman & Schimel from 13F filings

Historical chart of Newman & Schimel 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 Newman & Schimel 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 Newman & Schimel

Quarter filed Position value Share count Share price at filing
2022-12-31 $6.4M 133k 48.24
2022-09-30 $5.2M 107k 48.26
2022-06-30 $5.0M 102k 49.19

More positions owned by Newman & Schimel

Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Star Funds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Brd Mrk Etf (SCHB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p 500 Etf (IVV)

View all positions for Newman & Schimel

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Ameriprise Financial
Jpmorgan Chase & Co
Jane Street
Sei Investments
Stifel Financial
MCF Advisors
Envestnet Asset Management
Bank Of Montreal
West Coast Financial
Wealthfront Advisers
Morningstar Investment Management
Mercer Global Advisors
LPL Financial
Bangor Savings Bank

View all funds holding Schwab Strategic Tr sht tm us tres