Evergreen Wealth Solutions »

Schwab Strategic Tr long term us shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions 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 Evergreen Wealth Solutions 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 Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $377k 12k 31.70

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
T Rowe Price Etf Cap Appreciation (TCAF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Vanguard Specialized Funds Div App Etf (VIG)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
First Tr Exchange-traded Core Investment (FTCB)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Victory Portfolios Ii Short Trm Bd Etf (USTB)

View all positions for Evergreen Wealth Solutions

Top funds holding Schwab Strategic Tr long term us

Envestnet Asset Management
LPL Financial
Mml Investors Services
Mirae Asset Global Investments
Carolina Wealth Advisors
Cetera Investment Advisers
Werba Rubin Papier Wealth Management
SFMG Wealth Advisors
Park Avenue Securities
Jpmorgan Chase & Co
Raymond James Financial
Wells Fargo & Company
Toroso Investments
Goldman Sachs Group
Quadrature Capital

View all funds holding Schwab Strategic Tr long term us