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Schwab Strategic Tr sht tm us tres shares owned by Reality Financial Planning Services

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Reality Financial Planning Services from 13F filings

Historical chart of Reality Financial Planning Services 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 Reality Financial Planning Services 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 Reality Financial Planning Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 67k 24.27

More positions owned by Reality Financial Planning Services

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard World Utilities Etf (VPU)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SDY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Select Divid Etf (DVY)

View all positions for Reality Financial Planning Services

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
MCF Advisors
Bangor Savings Bank
LPL Financial
Wells Fargo & Company
Fiduciary Financial Group
LVW Advisors

View all funds holding Schwab Strategic Tr sht tm us tres