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Schwab Strategic Tr long term us shares owned by Trust Point

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

Historical chart of Trust Point 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 Trust Point 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 Trust Point

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 32k 33.73
2023-12-31 $7.0M 200k 35.08

More positions owned by Trust Point

Vanguard Common Stock (VIG)
Ishares Common Stock (ISTB)
Wisdomtree Common Stock (QGRW)
Vanguard Common Stock (VV)
Quanta Services Common Stock (PWR)
Principal Financial Group Common Stock (PFG)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Schwab Common Stock (SCHM)
Ishares Common Stock (IWB)
Nvidia Corp Common Stock (NVDA)
Ishares Common Stock (IVE)
Ishares Common Stock (IVW)
Wisdomtree Common Stock (PUTW)
Vanguard Common Stock (VTI)

View all positions for Trust Point

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