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Schwab Strategic Tr sht tm us tres shares owned by Twele Capital Management

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

Historical chart of Twele Capital 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 Twele Capital Management 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 Twele Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $923k 19k 48.21
2023-12-31 $885k 18k 48.45
2023-09-30 $1.1M 22k 47.89
2023-06-30 $1.3M 27k 48.06
2023-03-31 $1.3M 27k 48.79
2022-12-31 $1.3M 27k 48.24
2022-09-30 $1.3M 27k 48.28
2022-06-30 $1.3M 27k 49.19
2022-03-31 $1.4M 28k 49.55
2021-12-31 $1.5M 29k 50.85
2021-09-30 $1.5M 29k 51.19
2021-06-30 $1.4M 28k 51.22
2021-03-31 $1.3M 25k 51.29
2020-12-31 $1.2M 24k 51.41
2020-09-30 $1.2M 24k 51.52
2020-06-30 $1.2M 23k 51.65
2020-03-31 $1.2M 24k 51.73
2019-12-31 $1.5M 29k 50.49
2019-09-30 $2.0M 40k 50.59
2019-06-30 $2.0M 40k 50.59
2019-03-31 $1.9M 38k 50.19
2018-12-31 $1.8M 37k 49.90
2018-09-30 $1.7M 35k 49.56
2018-06-30 $1.7M 33k 49.74
2018-03-31 $1.6M 33k 49.84
2017-12-31 $1.7M 33k 50.02
2017-09-30 $1.6M 31k 50.41
2017-06-30 $1.5M 31k 50.40
2017-03-31 $1.4M 28k 50.46
2016-12-31 $1.3M 25k 50.42
2016-09-30 $1.1M 21k 50.78
2016-06-30 $967k 19k 50.95
2016-03-31 $905k 18k 50.82
2015-12-31 $5.8M 115k 50.44
2015-09-30 $5.7M 112k 50.80
2015-06-30 $5.2M 104k 50.71
2015-03-31 $5.2M 102k 50.75
2014-12-31 $5.2M 102k 50.58
2014-09-30 $5.2M 102k 50.57
2014-06-30 $5.2M 102k 50.62
2014-03-31 $5.2M 102k 50.55
2013-12-31 $5.2M 103k 50.55
2013-09-30 $4.2M 83k 50.53
2013-06-30 $4.2M 83k 50.46
2013-03-31 $4.2M 83k 50.54
2012-12-31 $4.2M 83k 50.49
2012-09-30 $4.2M 83k 50.54
2012-06-30 $4.2M 83k 50.46
2012-03-31 $2.0M 40k 50.43

More positions owned by Twele Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Core Msci Emkt (IEMG)

View all positions for Twele Capital Management

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