Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Strategic Wealth Management »

Schwab Strategic Tr sht tm us tres shares owned by Strategic Wealth Management

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

Historical chart of Strategic Wealth Management 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 Strategic Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Strategic Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2021-12-31	$23M	457k	50.85
2021-09-30	$23M	457k	51.19
2021-06-30	$12M	229k	51.22
2021-03-31	$12M	229k	51.31
2020-12-31	$14M	279k	51.39
2020-09-30	$14M	279k	51.50
2020-06-30	$20M	383k	51.63

More positions owned by Strategic Wealth Management

Schwab Strategic Tr Sht Tm Us Tres (SCHO)

Select Sector Spdr Tr Sbi Cons Discr (XLY)

Fs Kkr Capital Corp (FSK)

First Tr Exchange Traded Consumr Staple (FXG)

First Tr Exchange-traded Dj Internt Idx (FDN)

Spdr Gold Tr Gold Shs (GLD)

Exchange Traded Concepts Tr Emqq Em Intern (EMQQ)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Pimco Dynamic Income SHS (PDI)

Global X Fds Cloud Computng (CLOU)

Osi Etf Tr Oshs Gbl Inter

Ishares Tr Rus Mdcp Val Etf (IWS)

Ishares Tr U.s. Med Dvc Etf (IHI)

First Tr Exchange-traded First Tr Enh New (FTSM)

Advanced Micro Devices (AMD)

View all positions for Strategic Wealth Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z