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Schwab Strategic Tr long term us shares owned by Spectrum Wealth Counsel

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

Historical chart of Spectrum Wealth Counsel 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 Spectrum Wealth Counsel 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 Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2024-09-30 $45k 1.3k 34.99
2024-06-30 $42k 1.3k 32.81
2024-03-31 $48k 1.4k 33.73
2023-12-31 $50k 1.4k 35.08

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Broadcom (AVGO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Eli Lilly & Co Call Call Option (Principal) (LLY)
Ishares Tr Eafe Value Etf (EFV)
Meta Platforms Cl A (META)
TJX Companies (TJX)
JPMorgan Chase & Co. (JPM)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Spectrum Wealth Counsel

Top funds holding Schwab Strategic Tr long term us

Total Investment Management
Mirae Asset Global Investments
Envestnet Asset Management
Ambassador Advisors
Wealth Enhancement Advisory Services
Raymond James Financial
Raymond James Financial Services Advisors
Ameriprise Financial
Werba Rubin Papier Wealth Management
SFMG Wealth Advisors
LPL Financial
Goldman Sachs Group
Mml Investors Services
Morgan Stanley
Royal Bank of Canada

View all funds holding Schwab Strategic Tr long term us