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

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

Historical chart of Goss 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 Goss 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.9M 119k 32.81
2024-03-31 $4.8M 143k 33.73
2023-09-30 $1.4M 44k 31.68
2023-06-30 $9.9k 274 36.29
2023-03-31 $10k 274 37.46
2022-12-31 $10 298 0.04

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Goss Wealth Management

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