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Schwab Strategic Tr us dividend eq shares owned by Bruce G. Allen Investments

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Bruce G. Allen Investments from 13F filings

Historical chart of Bruce G. Allen Investments 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 Bruce G. Allen Investments 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 Bruce G. Allen Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.3M 90k 80.63
2023-12-31 $6.6M 86k 76.13

More positions owned by Bruce G. Allen Investments

Ishares Msci Eafe Value Etf Etf (EFV)
Vanguard Value Etf Etf (VTV)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Mid-cap Value Etf Etf (VOE)
Sprott Physical Gold Tr Unit Cef (PHYS)
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)
Vanguard Russell 1000 Value Etf Etf (VONV)
Apple Stock (AAPL)
Pimco Rafi Esg U.s. Etf Etf (RAFE)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Bruce G. Allen Investments

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