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

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

Historical chart of Advance 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 Advance 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 Advance Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $873k 11k 80.63
2023-12-31 $811k 11k 76.13
2023-09-30 $753k 11k 70.76
2023-06-30 $632k 8.7k 72.62
2023-03-31 $720k 9.8k 73.16
2022-12-31 $389k 5.1k 75.54
2022-09-30 $368k 5.5k 66.35

More positions owned by Advance Capital Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Capital Group Core Balanced SHS (CGBL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Innovator Etfs Tr Us Eqt Ultra Bf (UMAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Msci Emrg Chn (EMXC)

View all positions for Advance 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
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
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