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Schwab Strategic Tr us dividend eq shares owned by Viawealth

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

Historical chart of Viawealth 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 Viawealth 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 Viawealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 26k 80.63
2023-12-31 $1.9M 25k 76.13
2023-09-30 $1.6M 22k 70.76
2023-06-30 $556k 7.7k 72.62
2023-03-31 $368k 5.0k 73.16
2022-12-31 $386k 5.0k 77.07

More positions owned by Viawealth

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us High Profitab (DUHP)
Abbvie (ABBV)

View all positions for Viawealth

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