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Schwab Strategic Tr sht tm us tres shares owned by Wealth Forward

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

Historical chart of Wealth Forward 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 Wealth Forward 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 Wealth Forward

Quarter filed Position value Share count Share price at filing
2026-06-30 $682k 28k 24.14

More positions owned by Wealth Forward

Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr S&p 100 Etf (OEF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Morningstr Us Eq (ILCB)
Ishares Tr Tips Bd Etf (TIP)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Schwab Strategic Tr Fund Em Equi Etf (FNDE)
Ishares Tr Core 60 Bala Etf (AOR)
Spdr Series Trust St Port High Etf (SPHY)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Apple (AAPL)

View all positions for Wealth Forward

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Sei Investments
Ameriprise Financial
Envestnet Asset Management
Stifel Financial
Pnc Financial Services
Moisand Fitzgerald Tamayo
State Street Corporation
Wealthfront Advisers
Bangor Savings Bank
MCF Advisors
Merit Financial Group
LPL Financial
Fiduciary Financial Group
Wells Fargo & Company

View all funds holding Schwab Strategic Tr sht tm us tres