Ledge Wealth Management »

Schwab Strategic Tr us dividend eq shares owned by Ledge Wealth Management

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

Historical chart of Ledge Wealth 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 Ledge Wealth 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 Ledge Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.9M 78k 76.13
2023-09-30 $5.6M 79k 70.76
2023-06-30 $5.5M 76k 72.62
2023-03-31 $6.0M 81k 73.16
2022-12-31 $6.5M 86k 75.54
2022-09-30 $4.6M 69k 66.43
2022-06-30 $5.8M 81k 71.63
2022-03-31 $5.4M 68k 78.89

More positions owned by Ledge Wealth Management

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Multisector (MUSI)
Select Sector Spdr Tr Financial (XLF)
American Centy Etf Tr Us Quality Grow (QGRO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Wisdomtree Tr Us High Dividend (DHS)
Apple (AAPL)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Ledge Wealth 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