Twin Peaks Wealth Advisors »

Schwab Strategic Tr long term us shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks 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 Twin Peaks Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr long term us by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0k 32 31.44
2025-06-30 $12k 372 31.50

More positions owned by Twin Peaks Wealth Advisors

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Nvidia Corporation Stock (NVDA)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Meta Platforms Inc Cl A Stock (META)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
Ishares Msci Eafe Value Etf Etf (EFV)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Amazon Stock (AMZN)
First Trust Smith Unconstrained Bond Etf Etf (UCON)

View all positions for Twin Peaks Wealth Advisors

Top funds holding Schwab Strategic Tr long term us

Envestnet Asset Management
LPL Financial
Mirae Asset Global Investments
Mml Investors Services
Toroso Investments
Carolina Wealth Advisors
SFMG Wealth Advisors
Werba Rubin Papier Wealth Management
Wells Fargo & Company
Cetera Investment Advisers
Morgan Stanley
Bank of New York Mellon
Park Avenue Securities
Quadrature Capital
Summit Financial

View all funds holding Schwab Strategic Tr long term us