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Schwab Strategic Tr sht tm us tres shares owned by Ohe Financial

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

Historical chart of Ohe Financial 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 Ohe Financial 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 Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $813k 17k 48.21
2023-09-30 $910k 19k 47.89
2023-06-30 $847k 18k 48.06
2023-03-31 $383k 7.9k 48.79
2022-12-31 $393k 8.1k 48.24
2022-09-30 $404k 8.4k 48.30
2022-06-30 $203k 4.5k 45.45
2022-03-31 $9.0M 181k 49.51
2021-12-31 $8.1M 159k 50.92
2021-09-30 $12M 240k 51.20
2021-06-30 $13M 248k 51.27
2021-03-31 $13M 250k 51.36
2020-12-31 $14M 265k 51.50
2020-09-30 $14M 262k 51.50
2020-06-30 $13M 257k 51.63
2020-03-31 $1.2M 22k 54.15
2019-12-31 $12M 244k 50.48
2019-09-30 $11M 221k 50.59
2019-06-30 $11M 208k 50.59
2019-03-31 $7.9M 157k 50.19
2018-12-31 $5.8M 115k 49.91
2018-09-30 $5.1M 102k 49.57
2018-06-30 $4.3M 86k 49.74
2018-03-31 $3.5M 70k 49.85
2017-12-31 $1.3M 26k 50.04

More positions owned by Ohe Financial

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

View all positions for Ohe Financial

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