Johnson Bixby & Associates »

Schwab Strategic Tr us dividend eq shares owned by Johnson Bixby & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Johnson Bixby & Associates from 13F filings

Historical chart of Johnson Bixby & Associates 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 Johnson Bixby & Associates 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 Johnson Bixby & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $323k 4.0k 80.62
2023-12-31 $305k 4.0k 76.12
2023-09-30 $287k 4.1k 70.75

More positions owned by Johnson Bixby & Associates

Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Us Treas Bd Etf (GOVT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)

View all positions for Johnson Bixby & Associates

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