Palo Capital »

Schwab Strategic Tr us dividend eq shares owned by Palo Capital

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

Historical chart of Palo Capital 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 Palo Capital 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 Palo Capital

Quarter filed Position value Share count Share price at filing
2018-12-31 $2.0M 43k 46.97
2018-09-30 $1.2M 23k 53.00
2018-06-30 $1.2M 23k 49.31
2018-03-31 $1.1M 23k 49.04

More positions owned by Palo Capital

Verizon Communications (VZ)
Anthem (ELV)
Doubleline Total Etf etf (TOTL)
Nextera Energy (NEE)
Booz Allen Hamilton Holding Corporation (BAH)
United Parcel Service (UPS)
Johnson & Johnson (JNJ)
Health Care SPDR (XLV)
Apple (AAPL)
Berkshire Hathaway (BRK.B)
Wal-Mart Stores (WMT)
General Motors Company (GM)
Chevron Corporation (CVX)
Centene Corporation (CNC)
C.H. Robinson Worldwide (CHRW)

View all positions for Palo Capital

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