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Schwab Strategic Tr 0 shares owned by Accurate Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Accurate Wealth Management from 13F filings

Historical chart of Accurate Wealth Management investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 0 by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $235k 8.7k 27.02
2023-06-30 $264k 5.1k 52.22

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Global X Fds 1-3 Month T-bill (CLIP)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Procter & Gamble Company (PG)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Meta Platforms Cl A (META)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
Exxon Mobil Corporation (XOM)
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View all positions for Accurate Wealth Management

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Wealthfront Advisers
Municipal Employees' Retirement System of Michigan
Us Bancorp
Jpmorgan Chase & Co
Sei Investments
Quadratic Capital Management
Ing Investment Management
HPM Partners
Lincoln National
Alliancebernstein
Evoke Wealth
Central Trust & Investment
Jasper Ridge Partners
Alesco Advisors

View all funds holding Schwab Strategic Tr 0