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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
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

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Microsoft Corporation (MSFT)
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Spdr Ser Tr Portfolio S&p600 (SPSM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
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First Tr Exchange-traded Risng Divd Achiv (RDVY)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Global X Fds Us Infr Dev Etf (PAVE)

View all positions for Aspire Capital Advisors

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