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Schwab Strategic Tr long term us shares owned by Dogwood Wealth Management

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

Historical chart of Dogwood Wealth 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 Dogwood Wealth 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 Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.2k 167 31.43

More positions owned by Dogwood Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Proshares Tr S&p Mdcp 400 Div (REGL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth 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