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Schwab Strategic Tr us dividend eq shares owned by Strategic Advocates

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

Historical chart of Strategic Advocates 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 Strategic Advocates 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 Strategic Advocates

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 31k 80.63
2023-12-31 $14M 184k 76.13

More positions owned by Strategic Advocates

Vanguard Intermediate-term Bond Etf Etf (BIV)
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)
Invesco Qqq Trust Series I Etf (QQQ)
Invesco S&p 500 Pure Value Etf Etf (RPV)
Vanguard Long-term Corporate Bond Etf Etf (VCLT)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Nvidia Corporation Stock (NVDA)
Pimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund Pimco 0 Etf (HYS)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)
Intuitive Surgical Stock (ISRG)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Strategic Advocates

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
LPL Financial
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co

View all funds holding Schwab Strategic Tr us dividend eq