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Tradewinds Capital Management »

Schwab Strategic Tr us dividend eq shares owned by Tradewinds Capital Management

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

Historical chart of Tradewinds Capital Management 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 Tradewinds Capital Management 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 Tradewinds Capital Management

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$14k	170	80.64
2023-12-31	$27k	350	76.13
2023-09-30	$25k	350	70.76
2023-06-30	$25k	350	72.62
2023-03-31	$26k	350	73.16

More positions owned by Tradewinds Capital Management

Spdr Ser Tr Portfolio Ln Tsr (SPTL)

Spdr Ser Tr S&P 400 MDCP GRW (MDYG)

Select Sector Spdr Tr Financial (XLF)

Spdr Ser Tr S&P 600 SMCP GRW (SLYG)

Select Sector Spdr Tr Technology (XLK)

Ishares Tr Msci India Etf (INDA)

Ishares Tr Conv Bd Etf (ICVT)

Schwab Strategic Tr Us Mid-cap Etf (SCHM)

Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

Pimco Etf Tr Inv Grd Crp Bd (CORP)

Schwab Strategic Tr Int-trm U.s Tres (SCHR)

Select Sector Spdr Tr Sbi Cons Discr (XLY)

Spdr Ser Tr S&p 600 Smcp Val (SLYV)

Microsoft Corporation (MSFT)

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Tradewinds Capital Management

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

Advisor Group Holdings

Orgel Wealth Management

Commonwealth Equity Services

Wells Fargo & Company

Jpmorgan Chase & Co

Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq

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