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Schwab Strategic Tr long term us shares owned by Belpointe Asset Management

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

Historical chart of Belpointe Asset Management investment in Schwab Strategic Tr long term us

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All positions including Schwab Strategic Tr long term us held by Belpointe Asset Management 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 Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $732k 23k 31.68
2023-06-30 $856k 24k 36.29
2023-03-31 $829k 22k 37.46

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Collaborative Investmnt Ser Etf (GHTA)
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Belpointe Prep (OZ)
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View all positions for Belpointe Asset Management

Top funds holding Schwab Strategic Tr long term us

Bank of America Corporation
Total Investment Management
SFMG Wealth Advisors
Northwest Capital Management
CWM
Ambassador Advisors
Jpmorgan Chase & Co
Charles Schwab Investment Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Envestnet Portfolio Solutions
Stokes Family Office
Principal Securities
Royal Bank of Canada
Proequities

View all funds holding Schwab Strategic Tr long term us