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Schwab Strategic Tr sht tm us tres shares owned by North Forty Two & Co.

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by North Forty Two & Co. from 13F filings

Historical chart of North Forty Two & Co. investment in Schwab Strategic Tr sht tm us tres

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All positions including Schwab Strategic Tr sht tm us tres held by North Forty Two & Co. 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 North Forty Two & Co.

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 118k 24.40
2025-06-30 $3.0M 121k 24.38
2025-03-31 $3.1M 126k 24.34

More positions owned by North Forty Two & Co.

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
NewMarket Corporation (NEU)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Vanguard World Energy Etf (VDE)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)

View all positions for North Forty Two & Co.

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