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

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

Historical chart of Boulder 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 Boulder 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 Boulder Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $7.2M 95k 75.54

More positions owned by Boulder Wealth Advisors

Ishares Trust Core S&p500 Etf Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Brd Mkt Etf Us Brd Mkt Etf (SCHB)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Ishares Trust Esg Aware Msci Usa Etf Esg Aware Msci Usa Etf (ESGU)
Spdr Series Trust Prtflo S&p500 Gw Etf Prtflo S&p500 Gw Etf (SPYG)
Pimco Etf Trust Enhncd Lw Dur Ac Etf Enhncd Lw Dur Ac Etf (LDUR)
Ishares Us Etf Trust Blackrock Sh Maturity Bd Etf Blackrock Sh Maturity Bd Etf (NEAR)
Schwab Strategic Tr Us Dividend Eq Etf Us Dividend Eq Etf (SCHD)
Ishares Trust Blackrock Ultra Sht Trm Bd Blackrock Ultra Sht Trm Bd (ICSH)
Ishares Trust Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jp Morgan Etf Trust Ultra-short Income Etf Ultra-short Income Etf (JPST)
Ishares Trust Rus 1000 Etf Rus 1000 Etf (IWB)
Berkshire Hathaway Inc Com Cl B Com Cl B (BRK.B)
Jp Morgan Etf Trust Ultra Shrt Municipal Inc Etf Ultra Shrt Municipal Inc Etf (JMST)
Apple (AAPL)

View all positions for Boulder Wealth Advisors

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
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq