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Schwab Strategic Tr long term us shares owned by Ascent Group

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

Historical chart of Ascent Group 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 Ascent Group 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 Ascent Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $286k 9.1k 31.30

More positions owned by Ascent Group

Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Alphabet Cap Stk Cl A (GOOGL)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Ishares Emng Mkts Eqt (EMGF)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Ascent Group

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