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Schwab Strategic Tr us dividend eq shares owned by GM Advisory

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

Historical chart of GM 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 GM 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 GM Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $931k 12k 76.13
2023-09-30 $231k 3.3k 70.76
2023-03-31 $470k 6.4k 73.16
2022-03-31 $220k 2.8k 78.85
2020-12-31 $379k 5.9k 64.17

More positions owned by GM Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Short Treas Bd (SHV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for GM Advisory

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
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq