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Schwab Strategic Tr long term us shares owned by Principal Securities

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

Historical chart of Principal 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 Principal 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 Principal Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 184k 34.99
2024-06-30 $6.4M 194k 32.81
2024-03-31 $6.4M 190k 33.73
2023-12-31 $5.9M 169k 35.08

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Principal Exchange Traded Prin U S Small (PSC)
Microsoft Corporation (MSFT)
Principal Exchange Traded Focused Blue Chi (BCHP)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Principal Exchange Traded Prncpl Vlu Etf (PY)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Principal 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