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Schwab Strategic Tr sht tm us tres shares owned by True Link Financial Advisors

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

Historical chart of True Link Financial 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 True Link Financial 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 True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 23k 48.21
2023-12-31 $1.0M 22k 48.45
2023-09-30 $1.3M 28k 47.89
2023-06-30 $765k 16k 48.06
2023-03-31 $1.3M 27k 48.79
2021-12-31 $36k 717 50.21
2021-09-30 $37k 717 51.60
2021-06-30 $37k 717 51.60
2021-03-31 $37k 717 51.60
2020-12-31 $31k 601 51.58

More positions owned by True Link Financial Advisors

Vanguard Short-term Bond Etf Etf (BSV)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Short Treasury Bond Etf Etf (SHV)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab Us Dividend Equity Etf Etf (SCHD)
Dimensional International Value Etf Etf (DFIV)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Dimensional International Core Equity Market Etf Etf (DFAI)

View all positions for True Link Financial Advisors

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Ameriprise Financial
Jpmorgan Chase & Co
Sei Investments
Charles Schwab Investment Management
Envestnet Asset Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
Morningstar Investment Management
Morgan Stanley
SCS Capital Management
Mercer Global Advisors
Pnc Financial Services
Greenline Partners

View all funds holding Schwab Strategic Tr sht tm us tres