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Schwab Strategic Tr sht tm us tres shares owned by Tempus Wealth Planning

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

Historical chart of Tempus Wealth Planning 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 Tempus Wealth Planning 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 Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $728k 15k 48.21
2023-12-31 $637k 13k 48.45
2023-09-30 $686k 14k 47.89
2023-06-30 $798k 17k 48.06
2023-03-31 $808k 17k 48.79
2022-12-31 $965k 20k 48.24
2022-09-30 $1.2M 26k 48.26

More positions owned by Tempus Wealth Planning

General Electric
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Blackrock Ultra (ICSH)
Apple (AAPL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Tempus Wealth Planning

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
Financial Counselors
Bangor Savings Bank
Fund Evaluation Group
FLC Capital Advisors

View all funds holding Schwab Strategic Tr sht tm us tres