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Schwab Strategic Tr us dividend eq shares owned by Appleton Group Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Appleton Group Wealth Management from 13F filings

Historical chart of Appleton Group Wealth Management 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 Appleton Group Wealth Management 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 Appleton Group Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $16M 220k 70.76
2023-06-30 $845k 12k 72.62
2023-03-31 $792k 11k 73.16
2022-12-31 $16M 214k 75.54

More positions owned by Appleton Group Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 2000 Val Etf (IWN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Proshares Tr Ultrashrt S&p500 (SDS)
Marathon Petroleum Corp (MPC)
Proshares Tr Ultsht Russ2000 (TWM)
Eaton Corp SHS (ETN)
Meta Platforms Cl A (META)
Healthequity (HQY)
TJX Companies (TJX)

View all positions for Appleton Group Wealth Management

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
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq