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Schwab Strategic Tr us dividend eq shares owned by Glassy Mountain Advisors

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

Historical chart of Glassy Mountain 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 Glassy Mountain 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 Glassy Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 33k 80.63
2023-12-31 $2.3M 30k 76.13

More positions owned by Glassy Mountain Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
United Rentals (URI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Blackrock Ultra (ICSH)
Applied Materials (AMAT)
Lowe's Companies (LOW)
Williams-Sonoma (WSM)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Usd Inv Grde Etf (USIG)
Broadcom (AVGO)
Amazon (AMZN)
Booking Holdings (BKNG)

View all positions for Glassy Mountain Advisors

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