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Schwab Strategic Tr long term us shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $854k 27k 31.30

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View all positions for Sigma Planning

Top funds holding Schwab Strategic Tr long term us

Toroso Investments
Envestnet Asset Management
Mirae Asset Global Investments
SFMG Wealth Advisors
LPL Financial
Carolina Wealth Advisors
Werba Rubin Papier Wealth Management
Mml Investors Services
Bank of New York Mellon
Morgan Stanley
Wells Fargo & Company
Cetera Investment Advisers
AllGen Financial Advisors
Summit Financial
Beacon Bridge Wealth Partners

View all funds holding Schwab Strategic Tr long term us