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Schwab Strategic Tr us dividend eq shares owned by Barry Investment Advisors

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

Historical chart of Barry Investment 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 Barry Investment 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 Barry Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 48k 84.53
2024-06-30 $2.8M 35k 78.58
2024-03-31 $2.2M 27k 80.63
2023-12-31 $938k 12k 76.13

More positions owned by Barry Investment Advisors

Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vaneck Etf Trust Gold Miners Etf (GDX)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
First Tr Exchange-traded No Amer Energy (EMLP)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Spdr Ser Tr Ice Pfd Sec Etf (PSK)
Cisco Systems (CSCO)
Global X Fds Glbl X Mlp Etf (MLPA)
Apple (AAPL)
Johnson & Johnson (JNJ)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Barry Investment 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