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

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

Historical chart of Price 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 Price Wealth Management 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 Price Wealth Management

Quarter filed Position value Share count Share price at filing
2020-09-30 $739k 13k 55.30
2020-06-30 $692k 13k 51.78
2020-03-31 $2.1M 46k 44.99
2019-12-31 $112k 1.9k 57.73
2019-09-30 $106k 1.9k 54.64
2019-06-30 $103k 1.9k 53.09

More positions owned by Price Wealth Management

Berkshire Hathaway (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit Uie (SPY)
Vanguard Index Fds Real Estate Etf Uie (VNQ)
Ishares Tr Core S&p500 Etf Uie (IVV)
Ishares Tr Core S&p Scp Etf Uie (IJR)
Schwab Strategic Tr Us Lcap Va Etf Uie (SCHV)
Vanguard Specialized Funds Div App Etf Uie (VIG)
Ishares Tr Msci Emg Mkt Etf Uie (EEM)
Vanguard Index Fds Small Cp Etf Uie (VB)
Ishares Tr Msci Eafe Etf Uie (EFA)
Vanguard Tax-managed Intl Fd Ftse Dev Mkt Etf Uie (VEA)
Ishares Tr Eafe Sml Cp Etf Uie (SCZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Uie (VWO)
Apple (AAPL)
Amazon (AMZN)

View all positions for Price Wealth Management

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