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Schwab Strategic Tr us dividend eq shares owned by Montis Financial

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

Historical chart of Montis Financial 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 Montis Financial 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 Montis Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 19k 80.63
2023-12-31 $1.1M 15k 76.13

More positions owned by Montis Financial

Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Novo-nordisk A S Adr (NVO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Ig Floating Rate (FLTR)

View all positions for Montis Financial

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