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Schwab Strategic Tr long term us shares owned by Mutual Advisors

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

Historical chart of Mutual 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 Mutual 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 Mutual Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 49k 33.18
2024-06-30 $1.4M 42k 33.39
2024-03-31 $1.4M 42k 33.73
2023-12-31 $1.1M 31k 35.08
2023-09-30 $638k 20k 31.68
2023-06-30 $710k 20k 36.29

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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