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Schwab Strategic Tr us dividend eq shares owned by Inverness Investment

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

Historical chart of Inverness Investment investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by Inverness Investment 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 Inverness Investment

Quarter filed Position value Share count Share price at filing
2016-09-30 $501k 12k 42.34
2016-06-30 $488k 12k 41.45
2015-09-30 $260k 7.2k 35.89

More positions owned by Inverness Investment

J.M. Smucker Company (SJM)
Schwab Strategic Tr us aggregate b (SCHZ)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr us lrg cap etf (SCHX)
Chevron Corporation (CVX)
Procter & Gamble Company (PG)
Johnson & Johnson (JNJ)
Pepsi (PEP)
Express Scripts Holding
Berkshire Hathaway (BRK.B)
Schwab International Equity ETF (SCHF)
Eaton (ETN)
United Technologies Corporation
Ares Capital Corporation (ARCC)

View all positions for Inverness Investment

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