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Schwab Strategic Tr us dividend eq shares owned by Allie Family Office

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Allie Family Office from 13F filings

Historical chart of Allie Family Office 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 Allie Family Office 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 Allie Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $815k 9.6k 84.53
2024-06-30 $776k 10k 77.76
2024-03-31 $804k 9.9k 80.94
2023-12-31 $756k 9.9k 76.13

More positions owned by Allie Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Vanguard Index Fds Real Estate Etf (VNQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Gold Tr Gold Shs (GLD)
Ishares Gold Tr Ishares New (IAU)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Allie Family Office

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq