Larson Financial Group »

Schwab Strategic Tr long term us shares owned by Larson Financial Group

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

Historical chart of Larson Financial Group 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 Larson Financial Group 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 Larson Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $26k 814 31.42
2024-09-30 $28k 802 34.99
2024-06-30 $26k 794 32.80

More positions owned by Larson Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Value Line Divid In SHS (FVD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

View all positions for Larson Financial Group

Top funds holding Schwab Strategic Tr long term us

Total Investment Management
Mirae Asset Global Investments
Envestnet Asset Management
Ambassador Advisors
Wealth Enhancement Advisory Services
Raymond James Financial
Raymond James Financial Services Advisors
Ameriprise Financial
Werba Rubin Papier Wealth Management
SFMG Wealth Advisors
LPL Financial
Goldman Sachs Group
Mml Investors Services
Morgan Stanley
Royal Bank of Canada

View all funds holding Schwab Strategic Tr long term us