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Schwab Strategic Tr us dividend eq shares owned by Baron Silver Stevens Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Baron Silver Stevens Financial Advisors from 13F filings

Historical chart of Baron Silver Stevens Financial 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 Baron Silver Stevens Financial 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 Baron Silver Stevens Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 60k 84.53
2024-06-30 $4.0M 52k 77.76
2024-03-31 $3.2M 40k 80.63
2023-12-31 $2.6M 34k 76.13
2023-09-30 $1.8M 25k 70.76
2023-06-30 $1.5M 21k 72.62
2023-03-31 $678k 9.3k 73.16
2020-12-31 $65k 1.0k 63.79

More positions owned by Baron Silver Stevens Financial Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Baron Silver Stevens Financial 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