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Schwab Strategic Tr us dividend eq shares owned by Crewe Advisors

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

Historical chart of Crewe 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 Crewe 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 Crewe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 34k 76.13
2023-09-30 $2.3M 32k 70.76
2023-06-30 $2.2M 31k 72.62
2023-03-31 $2.4M 33k 73.16
2022-12-31 $2.6M 35k 75.54
2022-09-30 $1.4M 21k 66.43
2022-06-30 $294k 4.1k 71.60
2022-03-31 $37k 467 79.23

More positions owned by Crewe Advisors

Ensign (ENSG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard World Esg Intl Stk Etf (VSGX)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 2000 Etf (IWM)
Pennant Group (PNTG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Fds Inf Tech Etf (VGT)

View all positions for Crewe 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
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq