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Schwab Strategic Tr long term us shares owned by Birmingham Capital Management

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

Historical chart of Birmingham Capital Management 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 Birmingham Capital 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 Birmingham Capital Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.8M 120k 31.89
2025-03-31 $4.8M 148k 32.76
2024-12-31 $4.7M 148k 31.43

More positions owned by Birmingham Capital Management

Caterpillar (CAT)
Deere & Company (DE)
Allstate Corporation (ALL)
McDonald's Corporation (MCD)
Eli Lilly & Co. (LLY)
Raytheon Technologies Corp (RTX)
Lockheed Martin Corporation (LMT)
Emerson Electric (EMR)
Cummins (CMI)
Chevron Corporation (CVX)
Abbvie (ABBV)
Johnson & Johnson (JNJ)
International Business Machines (IBM)
Procter & Gamble Company (PG)
American Express Company (AXP)

View all positions for Birmingham Capital Management

Top funds holding Schwab Strategic Tr long term us

Envestnet Asset Management
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LPL Financial
Mml Investors Services
Carolina Wealth Advisors
Goldman Sachs Group
Werba Rubin Papier Wealth Management
Toroso Investments
SFMG Wealth Advisors
Park Avenue Securities
Jpmorgan Chase & Co
Raymond James Financial
Cetera Investment Advisers
National Bank Of Canada /fi/
Beacon Bridge Wealth Partners

View all funds holding Schwab Strategic Tr long term us