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

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

Historical chart of Magnus 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 Magnus Financial Group 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 Magnus Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $306k 8.7k 34.99
2024-06-30 $210k 6.4k 32.81
2024-03-31 $393k 12k 33.73

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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr U.s. Finls Etf (IYF)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Johnson & Johnson (JNJ)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Magnus Financial Group

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