Sound Income Strategies »

Schwab Strategic Tr long term us shares owned by Sound Income Strategies

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

Historical chart of Sound Income Strategies 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 Sound Income Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr long term us by Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2k 63 34.98
2024-06-30 $2.1k 63 32.81
2024-03-31 $2.1k 63 33.73
2023-12-31 $121k 3.4k 35.08

More positions owned by Sound Income Strategies

Hercules Technology Growth Capital (HTGC)
Ares Capital Corporation (ARCC)
Sixth Street Specialty Lending (TSLX)
Golub Capital BDC (GBDC)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Owl Rock Capital Corporation (OBDC)
Vaneck Vectors Etf Tr Emerging Mkts Hi (HYEM)
Ishares Jp Mrgn Em Hi Bd (EMHY)
First Tr Exchng Traded Fd Vi Tcw Emerging Mkt (EFIX)
Pennantpark Floating Rate Capi (PFLT)
Tidal Etf Tr Sound Enhanced (FXED)
Common Stockblackstone Secd Lending Business Development Company (BXSL)
At&t (T)
International Business Machines (IBM)
Omni (OMC)

View all positions for Sound Income Strategies

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