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

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

Historical chart of Financial Advisory Service 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 Financial Advisory Service 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 Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2024-03-31 $13k 259 48.22
2019-06-30 $314k 6.2k 50.53
2019-03-31 $380k 7.6k 50.15

More positions owned by Financial Advisory Service

J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Morningstar Grwt (ILCG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Microsoft Corporation (MSFT)

View all positions for Financial Advisory Service

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