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Schwab Strategic Tr us dividend eq shares owned by My Personal CFO

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

Historical chart of My Personal CFO 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 My Personal CFO 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 My Personal CFO

Quarter filed Position value Share count Share price at filing
2024-03-31 $741k 9.2k 80.63
2023-12-31 $684k 9.0k 76.13
2022-12-31 $198k 2.6k 75.54
2022-03-31 $207k 2.6k 79.07
2021-12-31 $212k 2.6k 80.98

More positions owned by My Personal CFO

Vanguard Index Fds Total Stk Mkt (VTI)
Okta Cl A (OKTA)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Stagwell Com Cl A (STGW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)
Ishares Tr Select Divid Etf (DVY)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for My Personal CFO

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