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Schwab Strategic Tr long term us shares owned by Attessa Capital

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

Historical chart of Attessa Capital 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 Attessa Capital 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 Attessa Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 115k 32.31
2025-06-30 $3.3M 105k 31.94
2025-03-31 $2.8M 85k 32.76
2024-12-31 $2.3M 74k 31.43

More positions owned by Attessa Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Schwab Strategic Tr Long Term Us (SCHQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)

View all positions for Attessa Capital

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