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Schwab Strategic Tr long term us shares owned by Toroso Investments

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

Historical chart of Toroso Investments investment in Schwab Strategic Tr long term us

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All positions including Schwab Strategic Tr long term us held by Toroso Investments 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 Toroso Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $847k 24k 34.87
2021-06-30 $9.8M 195k 50.14
2021-03-31 $6.5M 138k 47.32

More positions owned by Toroso Investments

NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Amplify Etf Tr Amplify Us Alter (MJUS)
Ishares Tr Core Us Aggbd Et (AGG)
Pan American Silver Corp Can (PAAS)
Microstrategy Cl A New (MSTR)
Coeur Mng Com New (CDE)
World Gold Tr Spdr Gld Minis (GLDM)
Harmony Gold Mining Sponsored Adr (HMY)

View all positions for Toroso Investments

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