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Schwab Strategic Tr us dividend eq shares owned by Ellenbecker Investment Group

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

Historical chart of Ellenbecker Investment Group 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 Ellenbecker Investment Group 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 Ellenbecker Investment Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 30k 80.63
2023-12-31 $2.2M 29k 76.11
2023-09-30 $2.7M 38k 70.76
2023-06-30 $2.9M 40k 72.61
2023-03-31 $2.9M 40k 73.15
2022-12-31 $1.9M 25k 75.51

More positions owned by Ellenbecker Investment Group

Ishares Tr Core S&p 500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Us Aggbd Etf (AGG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Intl Equity Index F Ftse Dev Mkt Etf (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Aggres Alloc Etf (AOA)
Microsoft Corporation (MSFT)
First Trust Twc Unconstained Pl Bd (UCON)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Ellenbecker Investment Group

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq