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Schwab Strategic Tr shares owned by LongView Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by LongView Wealth Management from 13F filings

Historical chart of LongView Wealth Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by LongView Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 91k 24.26
2023-12-31 $1.6M 64k 24.48

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Home Depot (HD)
Apple (AAPL)
Genuine Parts Company (GPC)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Index Fds Growth Etf (VUG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for LongView Wealth Management

Top funds holding Schwab Strategic Tr

Jane Street
Charles Schwab Investment Management
Summit Asset Management
Souders Financial Advisors
Kohmann Bosshard Financial Services
Principle Wealth Partners
Advisor Group Holdings
Tradition Wealth Management
Stifel Financial
First Merchants Bank, National Association
Asset Advisors Investment Management
Charles Schwab Trust
Citadel Advisors
HighTower Advisors
Bank of America Corporation

View all funds holding Schwab Strategic Tr