Warren Averett Asset Management »

Schwab Strategic Tr long term us shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr long term us (SCHQ) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management 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 Warren Averett Asset Management 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 62k 31.70
2025-09-30 $1.9M 59k 32.31
2025-06-30 $1.7M 54k 31.89

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust State Street Spd (SPIB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Amazon (AMZN)

View all positions for Warren Averett Asset Management

Top funds holding Schwab Strategic Tr long term us

Envestnet Asset Management
LPL Financial
Mml Investors Services
Mirae Asset Global Investments
Carolina Wealth Advisors
Cetera Investment Advisers
Werba Rubin Papier Wealth Management
SFMG Wealth Advisors
Park Avenue Securities
Jpmorgan Chase & Co
Wells Fargo & Company
Toroso Investments
Goldman Sachs Group
Quadrature Capital
Thrivent Financial for Lutherans

View all funds holding Schwab Strategic Tr long term us