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New England Capital Financial Advisors »

Schwab Strategic Tr us dividend eq shares owned by New England Capital Financial Advisors

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

Historical chart of New England Capital Financial Advisors 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 New England Capital Financial Advisors 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 New England Capital Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$16k	200	80.63
2023-12-31	$15k	200	76.13
2023-09-30	$14k	200	70.76
2023-06-30	$15k	200	72.62
2023-03-31	$24k	333	73.16
2022-12-31	$25k	333	75.94

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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Capital Grp Fixed Incm Etf T Short Duration (CGSD)

Spdr Ser Tr S&P 600 SMCP GRW (SLYG)

Spdr Ser Tr S&p 600 Smcp Val (SLYV)

Select Sector Spdr Tr Rl Est Sel Sec (XLRE)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Capital Grp Fixed Incm Etf T Municipal Income (CGMU)

Spdr Ser Tr Bloomberg Invt (FLRN)

Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation

LPL Financial

Charles Schwab Investment Advisory

H D Vest Advisory Services

Sumitomo Life Insurance

Envestnet Asset Management

Raymond James Financial Services Advisors

Commonwealth Equity Services

Advisor Group Holdings

Orgel Wealth Management

Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq

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