Rosenberg Matthew Hamilton »

Schwab Strategic Tr sht tm us tres shares owned by Rosenberg Matthew Hamilton

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Rosenberg Matthew Hamilton from 13F filings

Historical chart of Rosenberg Matthew Hamilton 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 Rosenberg Matthew Hamilton 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 Rosenberg Matthew Hamilton

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.3M 111k 47.96
2023-12-31 $5.1M 105k 48.45
2023-09-30 $4.8M 100k 47.89
2023-06-30 $4.2M 87k 48.06
2023-03-31 $3.0M 61k 48.79
2022-12-31 $1.9M 39k 48.24

More positions owned by Rosenberg Matthew Hamilton

Vanguard Total Stk Mkt Etf (VTI)
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Vanguard Intermediate-term Bond Etf (BIV)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Schwab International Equity Etf Etf (SCHF)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Vanguard High Dividend Yield Etf (VYM)

View all positions for Rosenberg Matthew Hamilton

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
SCS Capital Management
Pnc Financial Services
Mercer Global Advisors
Greenline Partners
MCF Advisors
Bangor Savings Bank
Fund Evaluation Group
FLC Capital Advisors
Massmutual Trust

View all funds holding Schwab Strategic Tr sht tm us tres