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Schwab Strategic Tr us dividend eq shares owned by Buska Wealth Management

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

Historical chart of Buska 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 Buska 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 Buska Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $981k 12k 84.53
2024-03-31 $415k 5.3k 77.76

More positions owned by Buska Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Spdr Ser Tr Aerospace Def (XAR)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Select Sector Spdr Tr Energy (XLE)
Select Sector Spdr Tr Technology (XLK)
Vanguard World Materials Etf (VAW)
Spdr Ser Tr Bloomberg Invt (FLRN)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

View all positions for Buska Wealth Management

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