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Schwab Strategic Tr sht tm us tres shares owned by RMR Wealth Builders

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

Historical chart of RMR Wealth Builders 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 RMR Wealth Builders 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 RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 95k 48.98
2024-06-30 $4.2M 87k 48.13
2024-03-31 $4.0M 82k 48.21
2023-12-31 $2.8M 57k 48.45
2023-09-30 $2.2M 45k 47.89
2023-06-30 $2.0M 42k 48.06
2023-03-31 $1.7M 35k 48.79
2022-12-31 $849k 18k 48.24

More positions owned by RMR Wealth Builders

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
First Tr Exchange-traded Managd Mun Etf (FMB)

View all positions for RMR Wealth Builders

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Jane Street
Sei Investments
Stifel Financial
Envestnet Asset Management
Wealthfront Advisers
Morningstar Investment Management
LPL Financial
State Street Corporation
Morgan Stanley
Renaissance Technologies
Pnc Financial Services
SCS Capital Management
MCF Advisors

View all funds holding Schwab Strategic Tr sht tm us tres