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Schwab Strategic Tr us dividend eq shares owned by Financial Planning & Information Services

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Financial Planning & Information Services from 13F filings

Historical chart of Financial Planning & Information Services 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 Financial Planning & Information Services 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 Financial Planning & Information Services

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.0M 57k 70.76
2023-06-30 $2.3M 32k 72.62
2023-03-31 $1.1M 15k 73.16
2022-12-31 $283k 3.7k 75.54

More positions owned by Financial Planning & Information Services

Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Midcap Divid (DON)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Growth Etf (VUG)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)

View all positions for Financial Planning & Information Services

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