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Schwab Strategic Tr us dividend eq shares owned by Ruggaard & Associates

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

Historical chart of Ruggaard & Associates 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 Ruggaard & Associates 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 Ruggaard & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 23k 76.13
2023-09-30 $2.0M 28k 70.76

More positions owned by Ruggaard & Associates

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Ishares Tr Ibonds 2026 Term (IBHF)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
American Centy Etf Tr Us Quality Grow (QGRO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Ruggaard & Associates

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