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Schwab Strategic Tr long term us shares owned by SFMG Wealth Advisors

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

Historical chart of SFMG Wealth 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 SFMG Wealth 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 SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 635k 34.99
2024-06-30 $21M 636k 32.81
2024-03-31 $22M 642k 33.73
2023-12-31 $23M 655k 35.08
2023-09-30 $21M 674k 31.68