Burns Wealth Management »

Schwab Strategic Tr long term us shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth 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 Burns Wealth 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $356k 11k 33.73

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Sp Smcp600vl Etf (IJS)
UnitedHealth (UNH)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Mastercard Incorporated Cl A (MA)

View all positions for Burns Wealth Management

Top funds holding Schwab Strategic Tr long term us

Total Investment Management
Bank of America Corporation
Envestnet Asset Management
SFMG Wealth Advisors
Northwest Capital Management
CWM
Ambassador Advisors
Jpmorgan Chase & Co
Charles Schwab Investment Management
Raymond James Financial Services Advisors
Envestnet Portfolio Solutions
Mirae Asset Global Investments
Principal Securities
Stokes Family Office
Goss Wealth Management

View all funds holding Schwab Strategic Tr long term us