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Schwab Strategic Tr us dividend eq shares owned by Calamos Wealth Management

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

Historical chart of Calamos 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 Calamos 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 Calamos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $276k 3.6k 76.13
2023-03-31 $208k 2.8k 73.16

More positions owned by Calamos Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Russell 3000 Etf (IWV)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
UnitedHealth (UNH)
Visa Com Cl A (V)

View all positions for Calamos 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