Cambridge Advisors »

Schwab Strategic Tr us dividend eq shares owned by Cambridge Advisors

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

Historical chart of Cambridge 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 Cambridge 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 Cambridge Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2M 52k 80.63
2023-12-31 $4.3M 56k 76.13
2023-09-30 $4.2M 60k 70.76
2023-06-30 $4.5M 62k 72.62
2023-03-31 $4.6M 63k 73.16
2022-12-31 $4.7M 63k 75.54
2022-09-30 $4.0M 60k 66.44
2022-06-30 $3.1M 44k 71.63
2022-03-31 $3.2M 40k 78.90
2021-12-31 $2.9M 36k 80.84
2021-09-30 $2.6M 35k 74.23
2021-06-30 $2.7M 35k 75.63
2021-03-31 $2.5M 34k 72.91
2020-12-31 $2.2M 34k 64.14
2020-09-30 $1.9M 35k 55.30
2020-06-30 $1.8M 35k 51.74
2020-03-31 $1.6M 35k 44.98
2019-12-31 $1.9M 33k 57.93
2019-09-30 $1.9M 35k 54.79
2019-06-30 $1.8M 34k 53.08
2019-03-31 $1.5M 29k 52.28
2018-12-31 $1.6M 35k 46.98
2018-09-30 $1.8M 35k 53.00
2018-06-30 $1.7M 34k 49.29
2018-03-31 $1.8M 37k 49.04
2017-12-31 $1.6M 31k 51.16
2017-09-30 $1.5M 32k 46.81
2017-06-30 $1.5M 34k 45.11
2017-03-31 $1.6M 37k 44.59
2016-12-31 $1.6M 37k 43.57
2016-09-30 $1.5M 36k 42.31
2016-06-30 $1.4M 35k 41.43
2016-03-31 $1.4M 34k 40.08
2015-12-31 $1.2M 31k 38.56
2015-09-30 $1.1M 29k 35.95
2015-06-30 $905k 24k 38.27
2015-03-31 $929k 24k 39.43
2014-12-31 $931k 23k 39.85

More positions owned by Cambridge Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amgen (AMGN)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cambridge Advisors

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