Oakmont Partners »

Schwab Strategic Tr sht tm us tres shares owned by Oakmont Partners

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

Historical chart of Oakmont Partners 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 Oakmont Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Oakmont Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.0M 184k 48.98
2024-06-30 $9.6M 200k 48.13
2024-03-31 $9.8M 204k 48.21
2023-12-31 $7.2M 149k 48.45
2023-09-30 $5.8M 122k 47.89

More positions owned by Oakmont Partners

Kla Corp Com New (KLAC)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Broadcom (AVGO)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)

View all positions for Oakmont Partners

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Jane Street
Sei Investments
Stifel Financial
Envestnet Asset Management
Wealthfront Advisers
Morningstar Investment Management
LPL Financial
State Street Corporation
Morgan Stanley
Renaissance Technologies
Pnc Financial Services
SCS Capital Management
MCF Advisors

View all funds holding Schwab Strategic Tr sht tm us tres