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Schwab Strategic Tr sht tm us tres shares owned by Websterrogers Financial Advisors

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

Historical chart of Websterrogers Financial Advisors 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 Websterrogers Financial Advisors 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 Websterrogers Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $874k 18k 47.89
2023-06-30 $871k 18k 48.06
2022-09-30 $203k 4.2k 48.17
2022-06-30 $1.2M 24k 49.20
2022-03-31 $1.8M 36k 49.41
2021-12-31 $9.1M 178k 50.85
2021-09-30 $14M 271k 51.19
2021-06-30 $13M 259k 51.25
2021-03-31 $14M 268k 51.31
2020-12-31 $14M 271k 51.39

More positions owned by Websterrogers Financial Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Bd Index Fds Intermed Term (BIV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Bd Index Fds Long Term Bond (BLV)
American Centy Etf Tr International Lr (AVIV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)

View all positions for Websterrogers Financial Advisors

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
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