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Schwab Strategic Tr us dividend eq shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA 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 Catalytic Wealth RIA 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 Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2024-03-31 $270k 3.3k 80.63
2023-12-31 $255k 3.3k 76.13

More positions owned by Catalytic Wealth RIA

salesforce (CRM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Public Storage (PSA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Catalytic Wealth RIA

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
LPL Financial
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co

View all funds holding Schwab Strategic Tr us dividend eq