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Schwab Strategic Tr long term us shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment Advisors 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 Regal Investment Advisors 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 Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $495k 14k 34.99
2024-06-30 $380k 12k 32.81
2024-03-31 $532k 16k 33.73

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Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Procter & Gamble Company (PG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Johnson & Johnson (JNJ)

View all positions for Regal Investment Advisors

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