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Schwab Strategic Tr sht tm us tres shares owned by Roof Eidam & Maycock

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Roof Eidam & Maycock from 13F filings

Historical chart of Roof Eidam & Maycock 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 Roof Eidam & Maycock 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 Roof Eidam & Maycock

Quarter filed Position value Share count Share price at filing
2024-09-30 $297k 6.1k 48.98
2024-06-30 $291k 6.1k 48.13
2024-03-31 $292k 6.1k 48.21
2023-12-31 $293k 6.1k 48.45
2023-09-30 $3.2M 66k 47.89
2023-06-30 $3.3M 68k 48.06
2023-03-31 $3.3M 68k 48.79
2022-12-31 $6.8M 142k 48.24
2022-09-30 $25M 526k 48.26
2022-06-30 $30M 602k 49.19
2022-03-31 $30M 600k 49.54
2021-12-31 $7.9M 156k 50.85
2021-09-30 $28M 549k 51.19
2021-06-30 $29M 561k 51.22
2021-03-31 $30M 574k 51.31
2020-12-31 $11M 220k 51.39
2020-09-30 $9.7M 188k 51.50
2020-06-30 $18M 348k 51.73
2020-03-31 $18M 348k 51.73
2019-12-31 $604k 12k 50.48
2019-09-30 $605k 12k 50.56
2019-06-30 $600k 12k 50.57
2019-03-31 $674k 13k 50.17
2018-12-31 $709k 14k 49.93
2018-09-30 $1.1M 21k 49.58
2018-06-30 $1.3M 26k 49.75
2018-03-31 $2.0M 41k 49.83
2017-12-31 $2.9M 58k 50.02
2017-09-30 $3.0M 60k 50.39
2017-06-30 $3.5M 69k 50.42
2017-03-31 $2.0M 40k 50.45
2016-12-31 $11M 224k 50.42
2016-09-30 $11M 214k 50.79
2016-06-30 $15M 289k 50.96
2016-03-31 $17M 340k 50.80
2015-12-31 $13M 266k 50.44
2015-09-30 $514k 10k 50.79
2015-06-30 $513k 10k 50.69
2015-03-31 $514k 10k 50.79
2014-12-31 $647k 13k 50.57

More positions owned by Roof Eidam & Maycock

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Roof Eidam & Maycock

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Ameriprise Financial
Jpmorgan Chase & Co
Jane Street
Sei Investments
Stifel Financial
MCF Advisors
Envestnet Asset Management
Bank Of Montreal
West Coast Financial
Wealthfront Advisers
Morningstar Investment Management
Mercer Global Advisors
LPL Financial
Bangor Savings Bank

View all funds holding Schwab Strategic Tr sht tm us tres