Signature Estate and Investment Advisors »

Schwab Strategic Tr sht tm us tres shares owned by Signature Estate and Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Signature Estate and Investment Advisors from 13F filings

Historical chart of Signature Estate and Investment 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 Signature Estate and Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Signature Estate and Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.5M 63k 24.06
2024-09-30 $1.6M 33k 48.98
2024-06-30 $1.6M 33k 48.13

More positions owned by Signature Estate and Investment Advisors

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Growth Etf (VUG)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Expnd Tec Sc Etf (IGM)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Broadcom (AVGO)
Amazon (AMZN)
Select Sector Spdr Tr Financial (XLF)
Mastercard Incorporated Cl A (MA)
Meta Platforms Cl A (META)
Wal-Mart Stores (WMT)
salesforce (CRM)
Microsoft Corporation (MSFT)

View all positions for Signature Estate and Investment Advisors

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Ameriprise Financial
Jpmorgan Chase & Co
Sei Investments
Envestnet Asset Management
Stifel Financial
LPL Financial
State Street Corporation
Renaissance Technologies
MCF Advisors
Morgan Stanley
Pnc Financial Services
West Coast Financial
Bsc Private Wealth Management
SCS Capital Management

View all funds holding Schwab Strategic Tr sht tm us tres