Carolina Wealth Advisors »

Schwab Strategic Tr long term us shares owned by Carolina Wealth Advisors

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

Historical chart of Carolina Wealth Advisors 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 Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr long term us by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 586k 32.31
2025-06-30 $941k 30k 31.89

More positions owned by Carolina Wealth Advisors

Schwab Long-term U.s. Treasury Etf Etf (SCHQ)
Bny Mellon Core Bond Etf Etf (BKAG)
Schwab Us Tips Etf Etf (SCHP)
Dell Technologies Inc Cl C Stock (DELL)
Spdr Portfolio High Yield Bond Etf Etf (SPHY)
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
Fastenal Stock (FAST)
Guess Stock (GES)
Mosaic Stock (MOS)
Dicks Sporting Goods Stock (DKS)
Novo-nordisk A S Adr (NVO)
Verizon Communications Stock (VZ)
Invesco Bulletshares 2035 Corporate Bond Etf Etf (BSCZ)
RPC Stock (RES)
Ford Mtr Stock (F)

View all positions for Carolina Wealth Advisors

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