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Schwab Strategic Tr us dividend eq shares owned by Archford Capital Strategies

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Archford Capital Strategies from 13F filings

Historical chart of Archford Capital Strategies investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Archford Capital Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Archford Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $204k 2.5k 80.62
2023-09-30 $904k 13k 70.76
2023-06-30 $4.5M 60k 75.41
2023-03-31 $4.2M 58k 73.02
2022-12-31 $4.5M 60k 75.54
2022-09-30 $4.4M 67k 66.43
2022-06-30 $4.6M 65k 71.63
2022-03-31 $4.9M 62k 78.87
2021-12-31 $1.4M 17k 80.84
2021-09-30 $1.3M 17k 74.23

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Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Us Qualty Fctr (JQUA)
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)
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View all positions for Archford Capital Strategies

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq