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

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

Historical chart of WMG 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 WMG 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 WMG Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $262k 11k 24.40
2025-06-30 $250k 10k 24.38
2025-03-31 $253k 10k 24.34
2024-12-31 $256k 11k 24.06
2024-09-30 $255k 5.2k 48.98
2024-06-30 $250k 5.2k 48.13
2024-03-31 $232k 4.8k 48.21

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American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Us Mid C (AVMV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
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At&t (T)
Vanguard World Inf Tech Etf (VGT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for WMG Financial Advisors

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