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Schwab Strategic Tr long term us shares owned by NorthRock Partners

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

Historical chart of NorthRock Partners 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 NorthRock Partners 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 NorthRock Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 66k 31.70

More positions owned by NorthRock Partners

J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust State Street Spd (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Series Trust State Street Spd (MDYV)
Spdr Series Trust State Street Spd (MDYG)
Ishares Tr Glb Infrastr Etf (IGF)

View all positions for NorthRock Partners

Top funds holding Schwab Strategic Tr long term us

Envestnet Asset Management
LPL Financial
Mml Investors Services
Mirae Asset Global Investments
Carolina Wealth Advisors
Cetera Investment Advisers
Werba Rubin Papier Wealth Management
SFMG Wealth Advisors
Park Avenue Securities
Jpmorgan Chase & Co
Wells Fargo & Company
Toroso Investments
Goldman Sachs Group
Quadrature Capital
Thrivent Financial for Lutherans

View all funds holding Schwab Strategic Tr long term us