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Schwab Strategic Tr long term us shares owned by TSA Wealth Managment

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

Historical chart of TSA Wealth Managment 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 TSA Wealth Managment 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 TSA Wealth Managment

Quarter filed Position value Share count Share price at filing
2023-12-31 $411k 12k 35.08

More positions owned by TSA Wealth Managment

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Coca-Cola Company (KO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for TSA Wealth Managment

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