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Schwab Strategic Tr sht tm us tres shares owned by Olistico Wealth

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

Historical chart of Olistico Wealth 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 Olistico Wealth 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 Olistico Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $999 41 24.37
2025-06-30 $999 41 24.39
2025-03-31 $998 41 24.34

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View all positions for Olistico Wealth

Top funds holding Schwab Strategic Tr sht tm us tres

Jpmorgan Chase & Co
Ameriprise Financial
Sei Investments
Envestnet Asset Management
Stifel Financial
Valpey Financial Services
Wealthfront Advisers
Pnc Financial Services
Moisand Fitzgerald Tamayo
Wealth Enhancement Advisory Services
State Street Corporation
MCF Advisors
Bangor Savings Bank
Wells Fargo & Company
HPM Partners

View all funds holding Schwab Strategic Tr sht tm us tres