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Schwab Strategic Tr sht tm us tres shares owned by Silver Oak Securities

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Silver Oak Securities from 13F filings

Historical chart of Silver Oak Securities 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 Silver Oak Securities 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 Silver Oak Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 47k 49.05
2024-06-30 $132k 2.8k 48.13
2024-03-31 $157k 3.3k 48.21
2023-12-31 $1.6M 33k 48.45
2023-09-30 $279k 5.8k 48.05
2023-06-30 $279k 5.8k 48.05

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Capital Group Dividend Value Shs Creation Uni (CGDV)
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)

View all positions for Silver Oak Securities

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