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

Asset Allocation Strategies »

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

Download as csv

Download as Excel

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Asset Allocation Strategies

Quarter filed	Position value	Share count	Share price at filing
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)

Invesco Actively Managed Etf S&p500 Downsid (PHDG)

Ishares Tr Global 100 Etf (IOO)

Select Sector Spdr Tr Financial (XLF)

Ishares Tr Core S&p Scp Etf (IJR)

Vanguard Malvern Fds Strm Infproidx (VTIP)

Ishares Tr S&p 500 Grwt Etf (IVW)

Vanguard Whitehall Fds High Div Yld (VYM)

Ishares Tr Faln Angls Usd (FALN)

First Tr Exchange-traded Risng Divd Achiv (RDVY)

Ishares Tr Rus Tp200 Gr Etf (IWY)

Select Sector Spdr Tr Sbi Int-utils (XLU)

Strategy Ns 7handl Idx (HNDL)

Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Asset Allocation Strategies

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

Commonwealth Equity Services

Advisor Group Holdings

Orgel Wealth Management

Wells Fargo & Company

Jpmorgan Chase & Co

Honkamp Krueger Financial 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