Baron Silver Stevens Financial Advisors »

Schwab Strategic Tr us dividend eq shares owned by Baron Silver Stevens Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Baron Silver Stevens Financial Advisors from 13F filings

Historical chart of Baron Silver Stevens Financial 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 Baron Silver Stevens Financial 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 Baron Silver Stevens Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 40k 80.63
2023-12-31 $2.6M 34k 76.13
2023-09-30 $1.8M 25k 70.76
2023-06-30 $1.5M 21k 72.62
2023-03-31 $678k 9.3k 73.16
2020-12-31 $65k 1.0k 63.79

More positions owned by Baron Silver Stevens Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)

View all positions for Baron Silver Stevens Financial 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