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Schwab Strategic Tr sht tm us tres shares owned by Plan A Wealth

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

Historical chart of Plan A Wealth 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 Plan A 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 Plan A Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 229k 24.40
2025-06-30 $4.6M 187k 24.38
2025-03-31 $1.5M 60k 24.34

More positions owned by Plan A Wealth

Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Unified Ser Tr Oneascent Intl (OAIM)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Timothy Plan U S Sm Cp Core (TPSC)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Texas Pacific Land Corp (TPL)

View all positions for Plan A Wealth

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