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

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

Historical chart of Antonelli Financial Advisors investment in Schwab Strategic Tr long term us

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All positions including Schwab Strategic Tr long term us held by Antonelli 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 Antonelli Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $983k 30k 32.31
2025-06-30 $1.2M 39k 31.89
2025-03-31 $1.2M 36k 32.76

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View all positions for Antonelli Financial Advisors

Top funds holding Schwab Strategic Tr long term us

Envestnet Asset Management
Mirae Asset Global Investments
LPL Financial
Mml Investors Services
Carolina Wealth Advisors
Goldman Sachs Group
Werba Rubin Papier Wealth Management
Toroso Investments
SFMG Wealth Advisors
Jpmorgan Chase & Co
Raymond James Financial
Morgan Stanley
Cetera Investment Advisers
Beacon Bridge Wealth Partners
Park Avenue Securities

View all funds holding Schwab Strategic Tr long term us