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

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

Historical chart of Worth 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 Worth 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $397k 16k 24.34
2024-12-31 $366k 15k 24.06
2023-12-31 $1.8M 37k 48.45
2023-09-30 $878k 18k 48.00
2023-06-30 $709k 15k 48.07
2023-03-31 $2.2M 44k 48.79
2022-12-31 $4.3M 89k 48.24
2022-09-30 $533k 11k 48.27
2022-06-30 $70k 1.4k 49.02
2022-03-31 $71k 1.4k 49.72

More positions owned by Worth Asset Management

Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Invesco Qqq Trust Series I Etf (QQQ)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Capital Group Core Balanced Etf Etf (CGBL)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Growth Etf Etf (VUG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Mega Cap Growth Etf Etf (MGK)
Apple Stock (AAPL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Pgim Ultra Short Bond Etf Etf (PULS)

View all positions for Worth Asset Management

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