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

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

Historical chart of Stratos 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 Stratos 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 Stratos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 68k 34.99
2024-06-30 $2.2M 67k 32.81
2024-03-31 $2.7M 80k 33.73
2023-12-31 $3.5M 101k 35.08
2023-09-30 $1.7M 54k 31.68
2023-06-30 $1.9M 52k 36.29

More positions owned by Stratos Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Procter & Gamble Company (PG)

View all positions for Stratos Wealth Advisors

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