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Schwab Strategic Tr sht tm us tres shares owned by Robinson Smith Wealth Advisors

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

Historical chart of Robinson Smith Wealth Advisors 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 Robinson Smith Wealth Advisors 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 Robinson Smith Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 56k 48.98
2024-06-30 $1.8M 37k 48.13
2024-03-31 $1.7M 36k 48.21
2023-12-31 $2.0M 42k 48.45

More positions owned by Robinson Smith Wealth Advisors

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Us Vlu (IUSV)
Johnson & Johnson (JNJ)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Robinson Smith Wealth Advisors

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