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Schwab Strategic Tr sht tm us tres shares owned by Phillip James Consulting

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

Historical chart of Phillip James Consulting 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 Phillip James Consulting 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 Phillip James Consulting

Quarter filed Position value Share count Share price at filing
2026-06-30 $12M 489k 24.14

More positions owned by Phillip James Consulting

Ishares Msci Aust Etf (EWA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
WisdomTree Investments (WT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Harbor Etf Trust Intl Equity Etf (EPIN)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Inf Tech Etf (VGT)
Spdr Index Shs Fds St Port Mark Etf (SPEM)

View all positions for Phillip James Consulting

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Sei Investments
Ameriprise Financial
Envestnet Asset Management
Stifel Financial
Pnc Financial Services
Moisand Fitzgerald Tamayo
State Street Corporation
Wealthfront Advisers
Bangor Savings Bank
MCF Advisors
Merit Financial Group
LPL Financial
Fiduciary Financial Group
Wells Fargo & Company

View all funds holding Schwab Strategic Tr sht tm us tres