Surevest »

Schwab Strategic Tr sht tm us tres shares owned by Surevest

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

Historical chart of Surevest 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 Surevest 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 Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $360k 7.5k 48.32
2022-06-30 $450k 9.2k 49.15
2022-03-31 $479k 9.7k 49.59
2021-12-31 $2.6M 52k 50.84
2021-09-30 $2.7M 53k 51.19
2021-06-30 $2.6M 51k 51.22
2021-03-31 $2.6M 50k 51.32
2020-12-31 $2.6M 51k 51.39
2020-09-30 $2.5M 49k 51.50
2020-06-30 $2.3M 45k 51.62
2020-03-31 $2.2M 42k 51.72
2019-12-31 $262k 5.2k 50.51

More positions owned by Surevest

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

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