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Schwab Strategic Tr sht tm us tres shares owned by Verdence Capital Advisors

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

Historical chart of Verdence Capital Advisors 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 Verdence Capital 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 Verdence Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 128k 24.44
2025-06-30 $2.7M 112k 24.38
2025-03-31 $2.2M 89k 24.34
2024-12-31 $523k 22k 24.06
2024-09-30 $519k 11k 48.98
2024-06-30 $491k 10k 48.13

More positions owned by Verdence Capital Advisors

Apple (AAPL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Core Us Aggbd Et (AGG)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Alphabet Cap Stk Cl A (GOOGL)
Micron Technology (MU)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)

View all positions for Verdence Capital Advisors

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