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Schwab Strategic Tr long term us shares owned by Bogart Wealth

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

Historical chart of Bogart Wealth 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 Bogart Wealth 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 Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $44k 1.3k 33.73
2023-12-31 $46k 1.3k 35.08
2023-09-30 $41k 1.3k 31.68
2023-06-30 $44k 1.2k 36.29

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total International Stock Etf Etf (VXUS)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Jpmorgan International Research Enhanced Equity Etf Jpmorgan International Etf (JIRE)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)

View all positions for Bogart Wealth

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