JBR Co Financial Management »

Schwab Strategic Tr us dividend eq shares owned by JBR Co Financial Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by JBR Co Financial Management from 13F filings

Historical chart of JBR Co Financial Management 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 JBR Co Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by JBR Co Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 21k 80.63
2023-12-31 $2.5M 33k 76.13

More positions owned by JBR Co Financial Management

NVIDIA Corporation (NVDA)
Vanguard World Inf Tech Etf (VGT)
Apple (AAPL)
Chevron Corporation (CVX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Reaves Util Income Com Sh Ben Int (UTG)
Pacer Fds Tr Amercn Enrgy Ind (USAI)
Caterpillar (CAT)
Oneok (OKE)
Select Sector Spdr Tr Energy (XLE)
Blackstone Group Inc Com Cl A (BX)
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)

View all positions for JBR Co Financial Management

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