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Schwab Strategic Tr us dividend eq shares owned by Grant/GrossMendelsohn

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Grant/GrossMendelsohn from 13F filings

Historical chart of Grant/GrossMendelsohn 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 Grant/GrossMendelsohn 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 Grant/GrossMendelsohn

Quarter filed Position value Share count Share price at filing
2024-03-31 $388k 4.9k 79.55

More positions owned by Grant/GrossMendelsohn

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Ii Ggm Macro Alignm (GGM)
Spdr Gold Tr Gold Shs (GLD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
T Rowe Price Etf Cap Appreciation (TCAF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Oracle Corporation (ORCL)
Ishares Tr Us Consm Staples (IYK)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Vanguard World Industrial Etf (VIS)

View all positions for Grant/GrossMendelsohn

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