Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Warren Averett Asset Management »

Schwab Strategic Tr sht tm us tres shares owned by Warren Averett Asset Management

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

Historical chart of Warren Averett Asset 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 Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Warren Averett Asset Management

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$11M	234k	48.21
2023-12-31	$4.5M	94k	48.45
2020-06-30	$215k	4.2k	51.60
2020-03-31	$216k	4.2k	51.84

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)

Vanguard Index Fds Growth Etf (VUG)

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)

Vanguard Specialized Funds Div App Etf (VIG)

Vanguard Index Fds Mcap Vl Idxvip (VOE)

Ishares Tr Rus 1000 Etf (IWB)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

Vanguard Scottsdale Fds Vng Rus1000idx (VONE)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Index Fds Mcap Gr Idxvip (VOT)

Apple (AAPL)

American Centy Etf Tr Us Sml Cp Valu (AVUV)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)

Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Warren Averett Asset Management

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z