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Schwab Strategic Tr long term us shares owned by Comprehensive Portfolio Management

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

Historical chart of Comprehensive Portfolio 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 Comprehensive Portfolio 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 Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $339k 11k 31.43

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View all positions for Comprehensive Portfolio Management

Top funds holding Schwab Strategic Tr long term us

Envestnet Asset Management
LPL Financial
Mirae Asset Global Investments
Mml Investors Services
Toroso Investments
Carolina Wealth Advisors
SFMG Wealth Advisors
Werba Rubin Papier Wealth Management
Wells Fargo & Company
Cetera Investment Advisers
Morgan Stanley
Bank of New York Mellon
Park Avenue Securities
Quadrature Capital
Summit Financial

View all funds holding Schwab Strategic Tr long term us