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Schwab Strategic Tr us dividend eq shares owned by Aspen Grove Capital

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

Historical chart of Aspen Grove Capital 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 Aspen Grove Capital 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 Aspen Grove Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 33k 84.54
2024-06-30 $2.6M 33k 78.59
2024-03-31 $2.7M 33k 80.64
2023-12-31 $2.5M 33k 76.13
2023-09-30 $2.4M 33k 70.76
2023-06-30 $2.2M 30k 72.62

More positions owned by Aspen Grove Capital

Booking Holdings (BKNG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Valley National Ban (VLY)
Amazon (AMZN)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Msci Mexico Etf (EWW)
International Business Machines (IBM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci India Etf (INDA)

View all positions for Aspen Grove Capital

Top funds holding Schwab Strategic Tr us dividend eq

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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