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Schwab Strategic Tr sht tm us tres shares owned by Valpey Financial Services

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

Historical chart of Valpey Financial Services 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 Valpey Financial Services 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 Valpey Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 202k 24.40
2025-06-30 $4.6M 189k 24.38

More positions owned by Valpey Financial Services

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Valpey Financial Services

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