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Schwab Strategic Tr us dividend eq shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management 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 Blue Bell Private Wealth Management 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 Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 20k 80.63
2023-12-31 $1.5M 19k 76.13
2023-09-30 $1.4M 20k 70.76
2023-06-30 $1.5M 20k 72.62
2023-03-31 $1.5M 20k 73.16
2022-12-31 $1.5M 20k 75.54
2022-09-30 $1.3M 19k 66.45
2022-06-30 $1.3M 19k 71.62
2022-03-31 $1.4M 18k 78.89
2021-12-31 $1.4M 18k 80.80
2021-09-30 $1.3M 18k 74.38
2021-06-30 $1.3M 18k 75.64
2021-03-31 $1.3M 18k 72.90
2020-12-31 $1.2M 19k 63.93
2020-09-30 $1.0M 19k 55.28
2020-06-30 $1.0M 19k 51.74
2020-03-31 $897k 20k 44.97
2019-12-31 $1.2M 21k 57.90
2019-09-30 $1.1M 20k 54.80
2019-06-30 $1.0M 20k 53.07
2019-03-31 $940k 18k 52.29
2018-12-31 $855k 18k 46.97
2018-09-30 $911k 17k 53.00
2018-06-30 $843k 17k 49.28
2018-03-31 $817k 17k 49.02
2017-12-31 $842k 17k 51.16
2017-09-30 $741k 16k 46.78
2017-06-30 $749k 17k 45.09
2017-03-31 $721k 16k 44.59
2016-12-31 $693k 16k 43.62
2016-09-30 $900k 21k 42.32
2016-06-30 $1.1M 27k 41.46
2016-03-31 $1.1M 28k 40.11
2015-12-31 $1.2M 32k 38.56
2015-09-30 $1.3M 36k 35.96
2015-06-30 $1.5M 39k 38.28
2015-03-31 $1.6M 41k 39.41
2014-12-31 $1.6M 41k 39.85
2014-09-30 $1.5M 39k 38.56
2014-06-30 $1.5M 39k 38.28
2014-03-31 $361k 9.8k 36.88
2013-12-31 $294k 8.0k 36.69

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq