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Schwab Strategic Tr us dividend eq shares owned by Bensler

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

Historical chart of Bensler 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 Bensler 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 Bensler

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.6M 106k 80.63
2023-12-31 $9.4M 124k 76.13
2023-09-30 $9.4M 133k 70.76
2023-06-30 $9.6M 133k 72.62
2023-03-31 $10M 141k 73.16
2022-12-31 $11M 146k 75.54
2022-09-30 $9.7M 146k 66.43
2022-06-30 $10M 143k 71.63
2022-03-31 $11M 142k 78.89

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View all positions for Bensler

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq