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Schwab Strategic Tr us dividend eq shares owned by Johnson Financial Group

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

Historical chart of Johnson Financial Group 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 Financial Group 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 Johnson Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 14k 76.13
2023-09-30 $752k 11k 70.76
2023-06-30 $1.0M 14k 72.62
2023-03-31 $1.3M 18k 73.16
2022-12-31 $1.2M 16k 75.54
2022-09-30 $1.3M 18k 73.91
2022-06-30 $1.3M 18k 71.63
2022-03-31 $1.4M 18k 78.92
2021-12-31 $1.6M 19k 80.84
2021-09-30 $1.5M 20k 74.23
2021-06-30 $1.5M 20k 75.64
2021-03-31 $1.5M 20k 72.95
2020-12-31 $1.4M 21k 64.14
2020-09-30 $1.2M 21k 55.29
2020-06-30 $1.1M 22k 51.73
2020-03-31 $1.0M 23k 44.97
2019-12-31 $1.4M 24k 57.95
2019-09-30 $1.4M 25k 54.77
2019-06-30 $1.4M 26k 53.08
2019-03-31 $1.4M 26k 52.27
2018-12-31 $1.3M 28k 46.95
2018-09-30 $1.5M 28k 53.00
2018-06-30 $1.4M 28k 49.27
2018-03-31 $1.9M 38k 49.02
2017-12-31 $1.9M 38k 51.16
2017-09-30 $1.8M 39k 46.81
2017-06-30 $1.7M 39k 45.10
2017-03-31 $2.1M 47k 44.59
2016-12-31 $2.1M 49k 43.57
2016-09-30 $2.0M 46k 42.31
2016-06-30 $1.9M 46k 41.43
2016-03-31 $1.6M 40k 40.10
2015-12-31 $885k 23k 38.54
2015-09-30 $44k 1.2k 36.28
2015-03-31 $40k 1.0k 39.25
2014-12-31 $20k 500 40.00
2014-03-31 $4.0k 100 40.00

More positions owned by Johnson Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Johnson Outdoors Cl A (JOUT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Mbs Etf (MBB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Johnson Financial Group

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

View all funds holding Schwab Strategic Tr us dividend eq