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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
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)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Allie Family Office

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