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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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $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)
Sixth Street Specialty Lending (TSLX)
Golub Capital BDC (GBDC)
Ares Capital Corporation (ARCC)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Owl Rock Capital Corporation (OBDC)
Pennantpark Floating Rate Capi (PFLT)
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)
Tidal Etf Tr Sound Enhanced (FXED)
Tidal Etf Tr Sound Equity Inm (DIVY)
Lyondellbasell Industries N Shs - A - (LYB)
Omni (OMC)
International Business Machines (IBM)

View all positions for Sound Income Strategies

Top funds holding Schwab Strategic Tr long term us

Bank of America Corporation
Total Investment Management
SFMG Wealth Advisors
Northwest Capital Management
CWM
Ambassador Advisors
Jpmorgan Chase & Co
Charles Schwab Investment Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Envestnet Portfolio Solutions
Stokes Family Office
Principal Securities
Royal Bank of Canada
Proequities

View all funds holding Schwab Strategic Tr long term us