Optimal Asset Management »

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

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

Historical chart of Optimal 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 Optimal Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Optimal Asset Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $1.4M 28k 51.17
2021-06-30 $1.3M 26k 51.23
2021-03-31 $1.3M 26k 51.32
2020-12-31 $1.3M 26k 51.40
2020-06-30 $2.0M 39k 51.62
2020-03-31 $414k 8.0k 51.78
2019-12-31 $1.4M 28k 50.48

More positions owned by Optimal Asset Management

Wal-Mart Stores (WMT)
Fortinet (FTNT)
Omni (OMC)
Adobe Systems Incorporated (ADBE)
Broadridge Financial Solutions (BR)
Qorvo (QRVO)
Metropcs Communications (TMUS)
Clorox Company (CLX)
Eli Lilly & Co. (LLY)
Oracle Corporation (ORCL)
Charter Communications Inc N Cl A (CHTR)
Akamai Technologies (AKAM)
Tyler Technologies (TYL)
Fiserv (FI)
AutoZone (AZO)

View all positions for Optimal 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