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Schwab Strategic Tr sht tm us tres shares owned by WorthPointe

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

Historical chart of WorthPointe 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 WorthPointe 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 WorthPointe

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.4M 140k 24.37
2025-09-30 $226k 9.3k 24.40
2025-06-30 $239k 9.8k 24.38
2025-03-31 $238k 9.8k 24.34

More positions owned by WorthPointe

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPTS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Short Duration F (DFSD)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for WorthPointe

Top funds holding Schwab Strategic Tr sht tm us tres

Jpmorgan Chase & Co
Ameriprise Financial
Sei Investments
Envestnet Asset Management
Stifel Financial
Valpey Financial Services
Wealthfront Advisers
Pnc Financial Services
Moisand Fitzgerald Tamayo
Wealth Enhancement Advisory Services
State Street Corporation
MCF Advisors
Bangor Savings Bank
Wells Fargo & Company
HPM Partners

View all funds holding Schwab Strategic Tr sht tm us tres