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Schwab Strategic Tr shares owned by Ohe Financial

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Ohe Financial from 13F filings

Historical chart of Ohe Financial investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr 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 by Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 46k 24.26
2023-09-30 $593k 26k 23.00

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

Charles Schwab Investment Management
Summit Asset Management
Jane Street
Souders Financial Advisors
Kohmann Bosshard Financial Services
Principle Wealth Partners
Envestnet Asset Management
Advisor Group Holdings
LPL Financial
Stifel Financial
First Merchants Bank, National Association
Asset Advisors Investment Management
Charles Schwab Trust
Integrated Wealth Concepts
HighTower Advisors

View all funds holding Schwab Strategic Tr