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Schwab Strategic Tr us dividend eq shares owned by Windsor Advisory Group

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

Historical chart of Windsor Advisory Group 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 Windsor Advisory Group 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 Windsor Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $15k 189 80.63
2023-12-31 $14k 189 76.13
2023-09-30 $13k 189 70.76
2023-06-30 $14k 189 72.62
2023-03-31 $14k 189 73.16
2022-12-31 $14k 189 75.54

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Installed Bldg Prods (IBP)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Windsor Advisory Group

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