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Schwab Strategic Tr us dividend eq shares owned by Bernardo Wealth Planning

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

Historical chart of Bernardo Wealth Planning 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 Bernardo Wealth Planning 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 Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $376k 13k 28.82
2024-06-30 $308k 4.0k 77.77
2024-03-31 $210k 2.6k 80.64
2020-12-31 $524k 8.2k 64.06

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Bernardo Wealth Planning

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