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Valtinson Bruner Financial Planning »

Schwab Strategic Tr sht tm us tres shares owned by Valtinson Bruner Financial Planning

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

Historical chart of Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$783k	16k	48.98
2024-06-30	$895k	19k	48.13
2024-03-31	$3.0M	63k	48.21
2023-12-31	$3.8M	78k	48.45
2023-09-30	$4.4M	91k	47.89
2023-06-30	$4.7M	98k	48.06

More positions owned by Valtinson Bruner Financial Planning

Vanguard World Extended Dur (EDV)

Bondbloxx Etf Trust Bloomberg Twenty (XTWY)

Spdr Ser Tr Portfolio S&p500 (SPLG)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

Ishares Tr Blackrock Ultra (ICSH)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Innovator Etfs Trust Us Eqty Bufr May (BMAY)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)

Innovator Etfs Trust Us Eqty Pwr Buf (POCT)

Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)

Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)

Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Valtinson Bruner Financial Planning

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation

Envestnet Asset Management

Wealthfront Advisers

Morningstar Investment Management

LPL Financial

State Street Corporation

Morgan Stanley

Renaissance Technologies

Pnc Financial Services

SCS Capital Management

MCF Advisors

View all funds holding Schwab Strategic Tr sht tm us tres

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