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Schwab Strategic Tr sht tm us tres shares owned by Wagner Wealth Management

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

Historical chart of Wagner Wealth 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 Wagner Wealth 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 Wagner Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $41k 846 48.45
2023-09-30 $38k 801 47.89
2023-06-30 $34k 712 48.06
2023-03-31 $33k 666 48.79
2022-12-31 $31k 647 48.24
2020-12-31 $31k 600 51.67

More positions owned by Wagner Wealth Management

First Tr Exchange-traded Senior Ln Fd (FTSL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Fs Credit Opportunities Corp Common Stock (FSCO)
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)
Hartford Fds Exchange Traded Sustainable Incm (HSUN)
BlackRock Floating Rate Income Strat. Fn (FRA)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Pimco Dynamic Income SHS (PDI)
J P Morgan Exchange Traded F Active Growth (JGRO)
BlackRock Floating Rate Income Trust (BGT)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Apple (AAPL)
First Tr Exchange-traded Ft Cboe Vest S&p (KNG)

View all positions for Wagner Wealth Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Stifel Financial
Bsc Private Wealth Management
Wealthfront Advisers
SCS Capital Management
Pnc Financial Services
Mercer Global Advisors
Greenline Partners
MCF Advisors
Bangor Savings Bank
Fund Evaluation Group
FLC Capital Advisors
Massmutual Trust

View all funds holding Schwab Strategic Tr sht tm us tres