IFS Advisors »

Schwab Strategic Tr long term us shares owned by IFS Advisors

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

Historical chart of IFS 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 IFS Advisors 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 IFS Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $9.8k 300 32.76
2024-12-31 $9.4k 300 31.43

More positions owned by IFS Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Core Dividend Growth Etf Etf (DGRO)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Schwab U.s. Small-cap Etf Etf (SCHA)
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)

View all positions for IFS Advisors

Top funds holding Schwab Strategic Tr long term us

Envestnet Asset Management
Mirae Asset Global Investments
LPL Financial
Mml Investors Services
Carolina Wealth Advisors
Goldman Sachs Group
Werba Rubin Papier Wealth Management
Toroso Investments
SFMG Wealth Advisors
Park Avenue Securities
Jpmorgan Chase & Co
Raymond James Financial
Cetera Investment Advisers
Beacon Bridge Wealth Partners
National Bank Of Canada /fi/

View all funds holding Schwab Strategic Tr long term us