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Schwab Strategic Tr sht tm us tres shares owned by Strategic Advocates

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

Historical chart of Strategic Advocates 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 Strategic Advocates 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 Strategic Advocates

Quarter filed Position value Share count Share price at filing
2024-09-30 $674k 14k 48.98
2024-06-30 $1.0M 21k 48.13
2024-03-31 $2.3M 48k 48.21
2023-12-31 $7.2M 148k 48.45

More positions owned by Strategic Advocates

Vanguard Intermediate-term Bond Etf Etf (BIV)
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)
Invesco Qqq Trust Series I Etf (QQQ)
Invesco S&p 500 Pure Value Etf Etf (RPV)
Spdr Portfolio Long Term Corporate Bond Etf Etf (SPLB)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Nvidia Corporation Stock (NVDA)
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Etf (HYS)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Intuitive Surgical Stock (ISRG)
Meta Platforms Inc Cl A Stock (META)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Strategic Advocates

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