1620 Investment Advisors »

Schwab Strategic Tr us dividend eq shares owned by 1620 Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by 1620 Investment Advisors from 13F filings

Historical chart of 1620 Investment Advisors 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 1620 Investment Advisors 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 1620 Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $175k 2.2k 77.75

More positions owned by 1620 Investment Advisors

SPDR Portfolio Intrmdt Term Corp Bd ETF Etf (SPIB)
iShares 7-10 Year Treasury Bond ETF Etf (IEF)
SPDR MSCI EAFE StrategicFactors ETF Etf (QEFA)
SPDR Ptf Short-Term Treasury ETF Etf (SPTS)
Tri Continental Corporation Etf (TY)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
iShares Short Term Ntnl Muni Bond ETF Etf (SUB)
TJX Companies (TJX)
Apple (AAPL)
iShares Short-Term Corporate Bond ETF Etf (IGSB)
Freedom 100 Emerging Markets ETF Etf (FRDM)
Schwab U.S. TIPS ETF Etf (SCHP)
Eaton (ETN)
SPDR Doubleline Total Return Tactical ETF Etf (TOTL)

View all positions for 1620 Investment Advisors

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Management
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Envestnet Asset Management
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Sontag Advisory
UBS Group
Advisor Group Holdings
Orgel Wealth Management

View all funds holding Schwab Strategic Tr us dividend eq