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Schwab Strategic Tr long term us shares owned by AllGen Financial Advisors

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

Historical chart of AllGen Financial Advisors 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 AllGen Financial Advisors 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 AllGen Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.9M 222k 31.30

More positions owned by AllGen Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Gold Tr Ishares New (IAU)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Spdr Series Trust St Inter Bd Etf (SPIB)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Us Sml Cap Eqt (SMLF)
Blackrock Etf Trust Isha Syst Al Etf (IALT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)

View all positions for AllGen Financial Advisors

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