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Schwab Strategic Tr us dividend eq shares owned by Beckerman Institutional

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

Historical chart of Beckerman Institutional 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 Beckerman Institutional 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 Beckerman Institutional

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 32k 84.53

More positions owned by Beckerman Institutional

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Msci Intl (IDEV)
Doubleline Etf Trust Opportunistic Bd (DBND)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
World Gold Tr Spdr Gld Minis (GLDM)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Beckerman Institutional

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