Trask Adam Roland »

Schwab Strategic Tr sht tm us tres shares owned by Trask Adam Roland

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

Historical chart of Trask Adam Roland 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 Trask Adam Roland 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 Trask Adam Roland

Quarter filed Position value Share count Share price at filing
2026-03-31 $18k 755 24.27

More positions owned by Trask Adam Roland

Eli Lilly & Co. (LLY)
Centrus Energy Corp Cl A (LEU)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Apple (AAPL)
Stryker Corporation (SYK)
United Parcel Svcs CL B (UPS)
HNI Corporation (HNI)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Constellation Energy (CEG)
Nuscale Pwr Corp Cl A Com (SMR)
Johnson & Johnson (JNJ)

View all positions for Trask Adam Roland

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Sei Investments
Ameriprise Financial
Envestnet Asset Management
Stifel Financial
Pnc Financial Services
Moisand Fitzgerald Tamayo
State Street Corporation
Wealthfront Advisers
Bangor Savings Bank
MCF Advisors
LPL Financial
Fiduciary Financial Group
Wells Fargo & Company
LVW Advisors

View all funds holding Schwab Strategic Tr sht tm us tres