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Schwab Strategic Tr sht tm us tres shares owned by Patriot Investment Management

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

Historical chart of Patriot Investment 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 Patriot Investment 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 Patriot Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $231k 4.8k 48.21
2023-12-31 $238k 4.9k 48.45
2023-09-30 $318k 6.6k 47.89
2023-06-30 $531k 11k 48.06
2023-03-31 $577k 12k 48.79
2022-12-31 $640k 13k 48.57
2022-09-30 $802k 17k 48.20
2022-06-30 $864k 18k 49.14
2022-03-31 $779k 16k 49.48
2021-12-31 $838k 17k 50.79
2021-09-30 $815k 16k 51.14
2021-06-30 $836k 16k 51.20
2021-03-31 $854k 17k 51.28
2020-12-31 $510k 9.9k 51.35
2020-09-30 $871k 17k 51.47
2020-06-30 $871k 17k 51.63
2020-03-31 $936k 18k 51.73
2019-12-31 $946k 19k 50.46
2019-09-30 $976k 19k 50.69
2019-06-30 $784k 16k 50.57
2019-03-31 $559k 11k 50.15

More positions owned by Patriot Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard World Consum Stp Etf (VDC)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Utilities Etf (VPU)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Patriot Investment Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
SCS Capital Management
Pnc Financial Services
Mercer Global Advisors
Greenline Partners
MCF Advisors
Bangor Savings Bank
Fund Evaluation Group
FLC Capital Advisors
Massmutual Trust

View all funds holding Schwab Strategic Tr sht tm us tres