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Schwab Strategic Tr long term us shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors 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 EverSource Wealth Advisors 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $132k 3.8k 34.99

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View all positions for EverSource Wealth Advisors

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