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

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

Historical chart of Family 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 Family 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 Family Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 36k 48.45
2023-09-30 $1.2M 26k 47.89
2023-06-30 $216k 4.5k 48.06
2023-03-31 $311k 6.4k 48.79
2022-12-31 $570k 12k 48.24

More positions owned by Family Asset Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Mbs Etf (MBB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Family Asset Management

Top funds holding Schwab Strategic Tr sht tm us tres

Bank of America Corporation
Ameriprise Financial
Jpmorgan Chase & Co
Sei Investments
Charles Schwab Investment Management
Envestnet Asset Management
Stifel Financial
Wealthfront Advisers
Bsc Private Wealth Management
Morningstar Investment Management
Morgan Stanley
SCS Capital Management
Mercer Global Advisors
Pnc Financial Services
Greenline Partners

View all funds holding Schwab Strategic Tr sht tm us tres