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Schwab Strategic Tr long term us shares owned by Sellwood Investment Partners

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

Historical chart of Sellwood Investment Partners 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 Sellwood Investment Partners 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 Sellwood Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $578k 18k 32.31
2025-06-30 $476k 15k 31.89

More positions owned by Sellwood Investment Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Esg Us Stk Etf (ESGV)
Pimco Equity Ser Rafi Esg Us (RAFE)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard World Extended Dur (EDV)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Sellwood Investment Partners

Top funds holding Schwab Strategic Tr long term us

Envestnet Asset Management
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LPL Financial
Mml Investors Services
Carolina Wealth Advisors
Goldman Sachs Group
Werba Rubin Papier Wealth Management
Toroso Investments
SFMG Wealth Advisors
Jpmorgan Chase & Co
Raymond James Financial
Morgan Stanley
Cetera Investment Advisers
Beacon Bridge Wealth Partners
Park Avenue Securities

View all funds holding Schwab Strategic Tr long term us