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Schwab Strategic Tr sht tm us tres shares owned by Wealthcare Capital Partners

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

Historical chart of Wealthcare Capital Partners 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 Wealthcare Capital Partners 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 Wealthcare Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 12k 24.40
2025-06-30 $289k 12k 24.38

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Wisdomtree Tr Floatng Rat Trea (USFR)
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Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
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Ishares Tr 7-10 Yr Trsy Bd (IEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)

View all positions for Wealthcare Capital Partners

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