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Schwab Strategic Tr us dividend eq shares owned by Kms Financial Services

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

Historical chart of Kms Financial Services investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by Kms Financial Services 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 Kms Financial Services

Quarter filed Position value Share count Share price at filing
2014-09-30 $3.1M 82k 38.57
2014-06-30 $3.4M 88k 38.27
2014-03-31 $933k 25k 36.84
2013-12-31 $696k 19k 36.64

More positions owned by Kms Financial Services

Vanguard Growth ETF (VUG)
Apple (AAPL)
Berkshire Hathaway (BRK.B)
Vanguard High Dividend Yield ETF (VYM)
Vanguard Short-Term Bond ETF (BSV)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Total Bond Market ETF (BND)
Johnson & Johnson (JNJ)
General Electric Company
Microsoft Corporation (MSFT)
At&t (T)
Verizon Communications (VZ)
Boeing Company (BA)
Chevron Corporation (CVX)
McDonald's Corporation (MCD)

View all positions for Kms Financial Services

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