Benjamin Edwards »

Schwab Strategic Tr us dividend eq shares owned by Benjamin Edwards

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

Historical chart of Benjamin Edwards investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by Benjamin Edwards 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 Benjamin Edwards

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.6M 114k 84.55

More positions owned by Benjamin Edwards

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Bb Rat Corp Bd (HYBB)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Home Depot (HD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
World Gold Tr Spdr Gld Minis (GLDM)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Costco Wholesale Corporation (COST)
McDonald's Corporation (MCD)

View all positions for Benjamin Edwards

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