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American Economic Planning »

Schwab Strategic Tr us dividend eq shares owned by American Economic Planning

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by American Economic Planning from 13F filings

Historical chart of American Economic Planning investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by American Economic Planning 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 American Economic Planning

Quarter filed	Position value	Share count	Share price at filing
2019-09-30	$41M	753k	54.43
2019-06-30	$41M	767k	53.07
2019-03-31	$39M	750k	52.28

More positions owned by American Economic Planning

Vanguard Total Stock Market ETF (VTI)

Schwab Strategic Tr us dividend eq (SCHD)

Schwab Strategic Tr intrm trm (SCHR)

J P Morgan Exchange Traded F ultra shrt (JPST)

Ishares Tr fctsl msci int (INTF)

Invesco S&p 500 Low Volatility Etf (SPLV)

Schwab Strategic Tr sht tm us tres (SCHO)

iShares S&P Moderate Allocation Fund ETF (AOM)

Spdr Index Shs Fds eafe qual mix (QEFA)

Ishares Msci Usa Quality Facto invalid (QUAL)

Vanguard Total Bond Market ETF (BND)

Vanguard Dividend Appreciation ETF (VIG)

Itm - Vaneck Vectors Amt Free Int Muni (ITM)

Goldman Sachs Etf Tr (GSLC)

Ishares Tr Msci Usa Momentum Factor (MTUM)

View all positions for American Economic Planning

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation

Charles Schwab Investment Advisory

H D Vest Advisory Services

Sumitomo Life Insurance

Raymond James Financial Services Advisors

Commonwealth Equity Services

Advisor Group Holdings

Orgel Wealth Management

Wells Fargo & Company

Jpmorgan Chase & Co

Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq

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