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Schwab Strategic Tr us dividend eq shares owned by RIA Advisory Group

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

Historical chart of RIA Advisory Group 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 RIA Advisory Group 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 RIA Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 28k 80.63
2023-12-31 $311k 5.6k 55.67
2023-09-30 $1.3M 19k 70.76
2023-06-30 $1.4M 19k 72.62
2023-03-31 $1.4M 20k 73.16
2022-12-31 $149k 15k 9.67

More positions owned by RIA Advisory Group

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Silver Tr Ishares (SLV)
Proshares Tr Short S&p 500 Ne (SH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Johnson & Johnson (JNJ)
Coca-Cola Company (KO)
Procter & Gamble Company (PG)
Diamondback Energy (FANG)
Marathon Petroleum Corp (MPC)

View all positions for RIA Advisory Group

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