Weitzel Financial Services »

Schwab Strategic Tr sht tm us tres shares owned by Weitzel Financial Services

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

Historical chart of Weitzel Financial Services 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 Weitzel Financial Services 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 Weitzel Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 21k 48.38
2023-09-30 $1.1M 24k 47.72
2023-06-30 $1.1M 23k 48.06
2023-03-31 $1.2M 24k 48.69
2022-12-31 $1.2M 26k 48.24
2022-09-30 $1.3M 28k 48.26
2022-06-30 $1.3M 27k 49.19
2022-03-31 $1.6M 33k 49.54
2021-12-31 $2.7M 53k 50.85
2021-09-30 $2.8M 55k 51.21
2021-06-30 $49M 2.5M 19.50
2021-03-31 $2.5M 49k 51.27
2020-12-31 $2.7M 52k 51.35

More positions owned by Weitzel Financial Services

Spdr Portfolio S P 1500 Cmpst St Etf Prtflo S&p500 Vl (SPTM)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Vanguard Total Internatlbnd Etf Iv Total Int Bd Etf (BNDX)
Frst Trt Low Dtn Opnts Etf Iv Fst Low Oppt Eft (LMBS)
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Spdr Aggregate Bond Etf Portfolio Agrgte (SPAB)
Ishrs Core Mod Allo Modert Alloc Etf (AOM)
Ishares National Muni Bond Etf National Mun Etf (MUB)
Ft Rising Dividend Achievers Etf Iv Rising Divd Achiv (RDVY)
Ishares Floating Rate Bond Etf Fltg Rate Nt Etf (FLOT)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Vanguard Consumer Staples Etf Consum Stp Etf (VDC)
Deere & Company (DE)
First Trust Enhanced Short Mtrty Etf First Tr Enh New (FTSM)
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ)

View all positions for Weitzel Financial Services

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