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

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

Historical chart of Advisory Resource 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 Advisory Resource 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 Advisory Resource Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 15k 76.13
2023-09-30 $918k 13k 70.76
2023-06-30 $537k 7.4k 72.62
2023-03-31 $254k 3.5k 73.15
2022-12-31 $213k 2.8k 75.54

More positions owned by Advisory Resource Group

Pacer Fds Tr Metaurus Cap 400 (QDPL)
Phillips 66 (PSX)
ConocoPhillips (COP)
Alps Etf Tr Smith Core Plus (SMTH)
Ishares Tr Rusel 2500 Etf (SMMD)
Pacer Fds Tr Cash Cows Etf (HERD)
Pgim Etf Tr Total Return Bon (PTRB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Janus Detroit Str Tr Henderson Securi (JSI)
American Centy Etf Tr Avantis Core Fi (AVIG)
Pacer Fds Tr Industrial Relet (INDS)
Ishares Tr High Yld Bd Fctr (HYDB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Advisory Resource Group

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
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq