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

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

Historical chart of Calamos 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 Calamos 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 Calamos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $231k 2.7k 84.53
2024-06-30 $212k 2.7k 77.76
2024-03-31 $293k 3.6k 80.63
2023-12-31 $276k 3.6k 76.13
2023-03-31 $208k 2.8k 73.16

More positions owned by Calamos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Home Depot (HD)

View all positions for Calamos 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