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Schwab Charles Family Schwab U mf shares owned by Dividend Growth Advisors

Quarter-by-quarter ownership of Schwab Charles Family Schwab U mf (SNSXX) shares owned by Dividend Growth Advisors from 13F filings

Historical chart of Dividend Growth Advisors investment in Schwab Charles Family Schwab U mf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Charles Family Schwab U mf held by Dividend Growth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Charles Family Schwab U mf by Dividend Growth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $385k 386k 1.00
2023-09-30 $531k 531k 1.00
2023-06-30 $525k 525k 1.00
2023-03-31 $4.4M 4.4M 1.00
2022-12-31 $4.4M 4.4M 1.00
2022-09-30 $3.9M 3.9M 1.00
2022-06-30 $2.9M 2.9M 1.00
2022-03-31 $2.9M 2.9M 1.00
2021-12-31 $901k 901k 1.00
2021-09-30 $1000k 1.0M 1.00
2021-06-30 $2.2M 2.2M 1.00
2021-03-31 $3.0M 3.0M 1.00
2020-12-31 $2.8M 2.8M 1.00

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Visa Inc Cl A Common Stock (V)
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Nike Inc Cl B Common Stock (NKE)
Energy Transfer Equity MLP (ET)
Ameriprise Finl Common Stock (AMP)
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Texas Instrs Common Stock (TXN)
Sherwin-williams Common Stock (SHW)
L3harris Technologies Common Stock (LHX)

View all positions for Dividend Growth Advisors

Top funds holding Schwab Charles Family Schwab U mf

Main Street Group
Tucker Asset Management
Dividend Growth Advisors
PSI Advisors
Livelsberger Financial Advisory

View all funds holding Schwab Charles Family Schwab U mf