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Schwab Strategic Tr us dividend eq shares owned by FC Advisory

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

Historical chart of FC Advisory 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 FC Advisory 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 FC Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $462k 5.7k 80.63
2023-12-31 $525k 6.9k 76.13
2023-09-30 $495k 7.0k 70.76
2023-06-30 $497k 6.8k 72.62
2023-03-31 $451k 6.2k 73.16
2022-12-31 $476k 6.3k 75.54
2022-09-30 $416k 6.3k 66.50
2022-06-30 $549k 7.7k 71.58
2022-03-31 $287k 3.6k 78.98

More positions owned by FC Advisory

Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Broad Usd High (USHY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Msci Total (IXUS)
Ssga Active Etf Tr Blackstone Senr (SRLN)

View all positions for FC Advisory

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