Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

American Economic Planning »

Schwab Strategic Tr us dividend eq shares owned by American Economic Planning

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by American Economic Planning from 13F filings

Historical chart of American Economic Planning 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 American Economic Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by American Economic Planning

Quarter filed	Position value	Share count	Share price at filing
2019-09-30	$41M	753k	54.43
2019-06-30	$41M	767k	53.07
2019-03-31	$39M	750k	52.28

More positions owned by American Economic Planning

Vanguard Total Stock Market ETF (VTI)

Schwab Strategic Tr us dividend eq (SCHD)

Schwab Strategic Tr intrm trm (SCHR)

J P Morgan Exchange Traded F ultra shrt (JPST)

Ishares Tr fctsl msci int (INTF)

Invesco S&p 500 Low Volatility Etf (SPLV)

Schwab Strategic Tr sht tm us tres (SCHO)

iShares S&P Moderate Allocation Fund ETF (AOM)

Spdr Index Shs Fds eafe qual mix (QEFA)

Ishares Msci Usa Quality Facto invalid (QUAL)

Vanguard Total Bond Market ETF (BND)

Vanguard Dividend Appreciation ETF (VIG)

Itm - Vaneck Vectors Amt Free Int Muni (ITM)

Goldman Sachs Etf Tr (GSLC)

Ishares Tr Msci Usa Momentum Factor (MTUM)

View all positions for American Economic Planning

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance

LPL Financial

Orgel Wealth Management

H D Vest Advisory Services

Bank of America Corporation

Envestnet Asset Management

Northwestern Mutual Wealth Management Company

Raymond James Financial Services Advisors

Ameriprise Financial

Keystone Financial Planning

Commonwealth Equity Services

View all funds holding Schwab Strategic Tr us dividend eq

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z