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Schwab Strategic Tr long term us shares owned by DT Investment Partners

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

Historical chart of DT Investment Partners 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 DT Investment Partners 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 DT Investment Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7k 106 34.99

More positions owned by DT Investment Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for DT Investment Partners

Top funds holding Schwab Strategic Tr long term us

Total Investment Management
Bank of America Corporation
Envestnet Asset Management
Mirae Asset Global Investments
SFMG Wealth Advisors
Mml Investors Services
Ambassador Advisors
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
LPL Financial
Werba Rubin Papier Wealth Management
Principal Securities
Envestnet Portfolio Solutions
Royal Bank of Canada
Beacon Bridge Wealth Partners

View all funds holding Schwab Strategic Tr long term us