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Schwab Strategic Tr us dividend eq shares owned by TCG Advisory Services

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

Historical chart of TCG Advisory Services 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 TCG Advisory Services 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 TCG Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $615k 7.6k 80.63
2023-12-31 $361k 4.7k 76.13
2023-06-30 $203k 2.8k 72.63
2023-03-31 $238k 3.3k 73.15

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View all positions for TCG Advisory Services

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