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Schwab Strategic Tr us dividend eq shares owned by Samalin Investment Counsel

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

Historical chart of Samalin Investment Counsel 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 Samalin Investment Counsel 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 Samalin Investment Counsel

Quarter filed Position value Share count Share price at filing
2023-09-30 $232k 3.3k 70.76
2023-06-30 $201k 2.8k 72.61
2022-03-31 $15k 190 78.89

More positions owned by Samalin Investment Counsel

Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Msci Eafe Min Vl (EFAV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Samalin Investment Counsel

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