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Schwab Strategic Tr us dividend eq shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies 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 Asset Allocation Strategies 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 Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $27M 352k 77.76
2024-03-31 $28M 343k 80.63
2023-09-30 $21M 295k 70.76
2023-06-30 $20M 271k 72.62
2023-03-31 $3.4M 47k 73.16
2022-12-31 $16M 215k 75.54

More positions owned by Asset Allocation Strategies

Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Global 100 Etf (IOO)
Powershares Actively Managed S&p500 Downsid (PHDG)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Financial (XLF)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Faln Angls Usd (FALN)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Asset Allocation Strategies

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