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Schwab Strategic Tr sht tm us tres shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth 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 Graves-Light Private Wealth 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $291k 6.0k 48.21
2022-09-30 $548k 11k 48.25
2022-06-30 $559k 11k 49.22
2022-03-31 $635k 13k 49.55
2021-12-31 $655k 13k 50.83
2021-09-30 $660k 13k 51.22
2021-06-30 $666k 13k 51.23
2021-03-31 $667k 13k 51.31
2020-12-31 $699k 14k 51.40
2020-09-30 $700k 14k 51.47
2020-06-30 $702k 14k 51.62
2020-03-31 $704k 14k 51.76
2019-12-31 $687k 14k 50.51
2019-09-30 $689k 14k 50.66
2019-06-30 $688k 14k 50.59

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Apple Stock (AAPL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Health Care Select Sector Spdr Fund Etf (XLV)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth 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