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Schwab Strategic Tr sht tm us tres shares owned by WNY Asset Management

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

Historical chart of WNY Asset Management 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 WNY Asset Management 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 WNY Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 48k 48.98
2024-06-30 $1.2M 25k 48.13

More positions owned by WNY Asset Management

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
T Rowe Price Etf Price Div Grwt (TDVG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Ishares Tr Mortge Rel Etf (REM)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)

View all positions for WNY Asset Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Jane Street
Sei Investments
Stifel Financial
Envestnet Asset Management
Wealthfront Advisers
Morningstar Investment Management
LPL Financial
State Street Corporation
Morgan Stanley
Renaissance Technologies
Pnc Financial Services
SCS Capital Management
MCF Advisors

View all funds holding Schwab Strategic Tr sht tm us tres