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Schwab Strategic Tr 0 shares owned by OMNI 360 Wealth

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by OMNI 360 Wealth from 13F filings

Historical chart of OMNI 360 Wealth investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 held by OMNI 360 Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 0 by OMNI 360 Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $800k 15k 53.63
2024-06-30 $789k 15k 52.01
2024-03-31 $812k 16k 52.16
2023-12-31 $801k 15k 52.20

More positions owned by OMNI 360 Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Core Msci Emkt (IEMG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for OMNI 360 Wealth

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Quadratic Capital Management
Jpmorgan Chase & Co
Sei Investments
Ing Investment Management
Lincoln National
HPM Partners
Jasper Ridge Partners
Alliancebernstein
Central Trust & Investment
Nepc
Alesco Advisors
Goldman Sachs Group
Evoke Wealth
ARGI Investment Services

View all funds holding Schwab Strategic Tr 0