Ballast »

Schwab Strategic Tr us dividend eq shares owned by Ballast

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

Historical chart of Ballast 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 Ballast consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Ballast

Quarter filed Position value Share count Share price at filing
2024-09-30 $407k 4.8k 84.53
2024-06-30 $366k 4.7k 77.76
2024-03-31 $379k 4.7k 80.63
2023-12-31 $358k 4.7k 76.13
2023-09-30 $333k 4.7k 70.76
2023-06-30 $341k 4.7k 72.62
2023-03-31 $344k 4.7k 73.16
2022-12-31 $355k 4.7k 75.54

More positions owned by Ballast

Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Whitehall Fds High Div Yld (VYM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard World Health Car Etf (VHT)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)

View all positions for Ballast

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