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Schwab Strategic Tr long term us shares owned by Park Avenue Securities

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

Historical chart of Park Avenue Securities 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 Park Avenue Securities 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 Park Avenue Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 110k 34.99
2024-06-30 $2.1M 65k 32.81
2024-03-31 $3.1M 93k 33.73
2023-12-31 $3.6M 102k 35.08
2023-09-30 $1.2M 39k 31.68
2023-06-30 $1.1M 30k 36.28

More positions owned by Park Avenue Securities

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Mbs Etf (MBB)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for Park Avenue Securities

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