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Schwab Strategic Tr long term us shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group 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 United Financial Planning Group 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $180k 5.7k 31.43

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

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