Farther Finance Advisors »

Schwab Strategic Tr us dividend eq shares owned by Farther Finance Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Farther Finance Advisors from 13F filings

Historical chart of Farther Finance Advisors 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 Farther Finance 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 us dividend eq by Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 31k 80.14
2023-12-31 $1.2M 16k 76.13
2023-09-30 $974k 14k 70.76
2023-06-30 $1.0M 14k 72.62
2023-03-31 $1.1M 15k 73.16
2022-12-31 $1.2M 16k 75.54

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Uva Unconstrained Medium-term Fixed Income Etf Etf (FFIU)
Apple Stock (AAPL)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Microsoft Corp Stock (MSFT)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)

View all positions for Farther Finance Advisors

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