Collective Family Office »

Schwab Strategic Tr long term us shares owned by Collective Family Office

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

Historical chart of Collective Family Office 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 Collective Family Office 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 Collective Family Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 102k 33.73
2023-12-31 $1.4M 39k 35.08

More positions owned by Collective Family Office

J P Morgan Exchange Traded F Municipal Etf (JMUB)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Collective Family Office

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