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BlueChip Wealth Advisors »

Schwab Strategic Tr us dividend eq shares owned by BlueChip Wealth Advisors

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

Historical chart of BlueChip Wealth Advisors 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 BlueChip Wealth Advisors 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 BlueChip Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$8.8M	113k	77.76
2024-03-31	$9.0M	112k	80.63
2023-12-31	$8.4M	110k	76.13

More positions owned by BlueChip Wealth Advisors

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Schwab Strategic Tr Us Dividend Eq (SCHD)

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Pacer Fds Tr Us Cash Cows 100 (COWZ)

First Tr Morningstar Divid L SHS (FDL)

Ishares Tr Core S&p500 Etf (IVV)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

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Capital Group Growth Etf Shs Creation Uni (CGGR)

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Spdr Gold Tr Gold Shs (GLD)

Amplify Etf Tr Cwp Enhanced Div (DIVO)

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for BlueChip Wealth Advisors

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial

Charles Schwab Investment Management

Morgan Stanley

Sumitomo Life Insurance

H D Vest Advisory Services

Bank of America Corporation

Envestnet Asset Management

Raymond James Financial Services Advisors

Northwestern Mutual Wealth Management Company

Wealthfront Advisers

Sontag Advisory

Commonwealth Equity Services

Orgel Wealth Management

Wells Fargo & Company

Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq

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