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Schwab Strategic Tr shares owned by Ohe Financial

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Ohe Financial from 13F filings

Historical chart of Ohe Financial investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Ohe Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 57k 26.17
2024-06-30 $1.2M 52k 23.57
2024-03-31 $1.1M 46k 24.26
2023-09-30 $593k 26k 23.00

More positions owned by Ohe Financial

Vanguard Growth Index Fund Etf (VUG)
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Total Bond Market Index Fund Etf (BND)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Ohe Financial

Top funds holding Schwab Strategic Tr

Summit Asset Management
Souders Financial Advisors
Envestnet Asset Management
Kohmann Bosshard Financial Services
Advisor Group Holdings
Asset Advisors Investment Management
LPL Financial
Magnolia Capital Advisors
Stifel Financial
Principle Wealth Partners
Charles Schwab Trust
Iron Financial
First Merchants Bank, National Association
LongView Wealth Management
Modern Wealth Management

View all funds holding Schwab Strategic Tr