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Wellesley Investment Partners »

Schwab Strategic Tr sht tm us tres shares owned by Wellesley Investment Partners

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

Historical chart of Wellesley Investment 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 Wellesley Investment 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 Wellesley Investment Partners

Quarter filed	Position value	Share count	Share price at filing
2020-09-30	$1.8M	36k	51.50
2020-06-30	$1.2M	24k	51.61
2020-03-31	$667k	13k	51.70
2019-12-31	$564k	11k	50.42

More positions owned by Wellesley Investment Partners

iShares S&P 500 ETF Core S&p500 Etf (IVV)

iShares 7-10 Year Treasury Bond ETF Barclays 7 10 Yr (IEF)

Vanguard Developed Markets ETF Ftse Dev Mkt Etf (VEA)

iShares U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)

Vanguard Short-Term Bond ETF Short Trm Bond (BSV)

Ishares 1-3 Year Treasry 1 3 Yr Treas Bd (SHY)

Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)

Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO)

iShares Gold Trust ETF Ishares

iShares S&P Mid Cap ETF Core S&p Mcp Etf (IJH)

Powershs Nasdaq-100 ETF Unit Ser 1 (QQQ)

Vanguard Total Stock Mkt ETF Total Stk Mkt (VTI)

Spdr S&p 500 Etf Tr Unit (SPY)

Vanguard Dividend Appreciation ETF Div App Etf (VIG)

Apple (AAPL)

View all positions for Wellesley Investment Partners

Top funds holding Schwab Strategic Tr sht tm us tres

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Bsc Private Wealth Management

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View all funds holding Schwab Strategic Tr sht tm us tres

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