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Schwab Strategic Tr sht tm us tres shares owned by Worth Financial Advisory Group

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

Historical chart of Worth Financial Advisory Group 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 Financial Advisory Group 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 Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $286k 5.8k 48.98
2024-06-30 $271k 5.6k 48.13

More positions owned by Worth Financial Advisory Group

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
JPMorgan Chase & Co. (JPM)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Worth Financial Advisory Group

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