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Schwab Strategic Tr sht tm us tres shares owned by Traphagen Investment Advisors

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

Historical chart of Traphagen 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 Traphagen Investment Advisors 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 Traphagen Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 8.3k 24.40
2025-06-30 $204k 8.4k 24.38
2025-03-31 $205k 8.4k 24.34

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First Tr Exchange Traded Asdq Cln Edge (GRID)
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Vanguard Index Fds &p 500 Etf Shs (VOO)
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View all positions for Traphagen Investment Advisors

Top funds holding Schwab Strategic Tr sht tm us tres

Jpmorgan Chase & Co
Ameriprise Financial
Sei Investments
Envestnet Asset Management
Stifel Financial
Wealthfront Advisers
Pnc Financial Services
Moisand Fitzgerald Tamayo
Morgan Stanley
LPL Financial
State Street Corporation
HPM Partners
Wealth Enhancement Advisory Services
MCF Advisors
Bsc Private Wealth Management

View all funds holding Schwab Strategic Tr sht tm us tres