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Schwab Strategic Tr long term us shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Schwab Strategic Tr long term us

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr long term us held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr long term us by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $751 24 31.29

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Schwab Strategic Tr long term us

Toroso Investments
Envestnet Asset Management
Mirae Asset Global Investments
SFMG Wealth Advisors
LPL Financial
Carolina Wealth Advisors
Werba Rubin Papier Wealth Management
Mml Investors Services
Bank of New York Mellon
Morgan Stanley
Wells Fargo & Company
Cetera Investment Advisers
AllGen Financial Advisors
Summit Financial
Beacon Bridge Wealth Partners

View all funds holding Schwab Strategic Tr long term us