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Schwab Strategic Tr sht tm us tres shares owned by RMR Wealth Builders

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

Historical chart of RMR Wealth Builders 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 RMR Wealth Builders 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 RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 82k 48.21
2023-12-31 $2.8M 57k 48.45
2023-09-30 $2.2M 45k 47.89
2023-06-30 $2.0M 42k 48.06
2023-03-31 $1.7M 35k 48.79
2022-12-31 $849k 18k 48.24

More positions owned by RMR Wealth Builders

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr National Mun Etf (MUB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)

View all positions for RMR Wealth Builders

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