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Schwab Strategic Tr us dividend eq shares owned by Aspire Capital Advisors

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

Historical chart of Aspire Capital Advisors 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 Aspire Capital Advisors 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 Aspire Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $29M 348k 84.53
2024-06-30 $26M 328k 77.76
2024-03-31 $26M 321k 80.63
2023-12-31 $23M 303k 76.13
2023-09-30 $21M 301k 70.76
2023-06-30 $19M 263k 72.62
2023-03-31 $19M 256k 73.16
2022-12-31 $19M 253k 75.54
2022-09-30 $5.2M 78k 66.44
2022-06-30 $5.3M 74k 71.64

More positions owned by Aspire Capital Advisors

Wisdomtree Tr Us Qtly Div Grt (DGRW)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr Sbi Healthcare (XLV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

View all positions for Aspire Capital Advisors

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