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Schwab Strategic Tr long term us shares owned by Nvest Wealth Strategies

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

Historical chart of Nvest Wealth Strategies 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 Nvest Wealth Strategies 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 Nvest Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.0k 161 31.30

More positions owned by Nvest Wealth Strategies

John Hancock Exchange Traded Multifactor Mi (JHMM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
2023 Etf Series Trust Brandes Intl Etf (BINV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded No Amer Energy (EMLP)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Series Trust St Str Sp600grwo (SLYG)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Harbor Etf Trust Comm All Wea Etf (HGER)
Spdr Series Trust ST STR SP600SM C (SLYV)
American Centy Etf Tr Avantis Intl Sml (AVDS)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Union Pacific Corporation (UNP)
Ea Series Trust Camb Us Equa Etf (USEW)

View all positions for Nvest Wealth Strategies

Top funds holding Schwab Strategic Tr long term us

Envestnet Asset Management
LPL Financial
Mirae Asset Global Investments
Mml Investors Services
Toroso Investments
Carolina Wealth Advisors
SFMG Wealth Advisors
Werba Rubin Papier Wealth Management
Wells Fargo & Company
Cetera Investment Advisers
L2 Asset Management
Morgan Stanley
Bank of New York Mellon
Park Avenue Securities
Summit Financial

View all funds holding Schwab Strategic Tr long term us