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Schwab Strategic Tr us dividend eq shares owned by Choate Investment Advisors

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

Historical chart of Choate Investment 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 Choate Investment Advisors 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 Choate Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.8M 39k 70.76
2023-06-30 $2.0M 28k 72.62
2023-03-31 $2.0M 28k 73.16
2022-12-31 $2.1M 28k 75.54
2022-09-30 $1.4M 21k 66.41

More positions owned by Choate Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Chase Corporation
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Home Depot (HD)

View all positions for Choate Investment 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