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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
2024-03-31 $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)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Park Avenue Securities

Top funds holding Schwab Strategic Tr long term us

Bank of America Corporation
Total Investment Management
SFMG Wealth Advisors
Northwest Capital Management
CWM
Ambassador Advisors
Jpmorgan Chase & Co
Charles Schwab Investment Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Envestnet Portfolio Solutions
Stokes Family Office
Principal Securities
Royal Bank of Canada
Proequities

View all funds holding Schwab Strategic Tr long term us