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Schwab Strategic Tr sht tm us tres shares owned by VSM Wealth Advisory

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by VSM Wealth Advisory from 13F filings

Historical chart of VSM Wealth Advisory 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 VSM Wealth Advisory 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 VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $615k 25k 24.40
2025-06-30 $642k 26k 24.38

More positions owned by VSM Wealth Advisory

Vanguard Large Cap Etf Etf (VV)
Vanguard Short Term Cor Bd Etf Etf (VGSH)
Vanguard Mega Cap Etf Etf (MGC)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard High Dividend Yield Etf Etf (VYM)
Vanguard Small Cap Etf Etf (VB)
Vanguard Mid Cap Etf Etf (VO)
Schwab Us Broad Market Etf Etf (SCHB)
Vanguard Ftse All World Ex Us Etf Etf (VEU)
Schwab Us Large Cap Etf Etf (SCHA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Dimensional Us Core Equity Markt Etf Etf (DFAU)
Dimensional Us Equity Market Etf Etf (DFUS)
Vanguard Extended Marketetf Etf (VXF)

View all positions for VSM Wealth Advisory

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