Caldwell Sutter Capital »

Schwab Strategic Tr us dividend eq shares owned by Caldwell Sutter Capital

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Caldwell Sutter Capital from 13F filings

Historical chart of Caldwell Sutter Capital 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 Caldwell Sutter Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Caldwell Sutter Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 2.7k 84.52
2024-06-30 $203k 2.6k 77.76
2024-03-31 $126k 1.6k 80.63
2023-12-31 $41k 540 76.13

More positions owned by Caldwell Sutter Capital

Apple (AAPL)
Msa Safety Inc equity (MSA)
Microsoft Corporation (MSFT)
Kinetik Holdings New Cl A (KNTK)
Visa Com Cl A (V)
Caterpillar (CAT)
Donegal Group Cl A (DGICA)
Costco Whsl Corp New Com (COST)
Perma-pipe International (PPIH)
Ishares Tr Core S&p500 Etf (IVV)
Chevron Corp New Com (CVX)
FirstSun Capital Bancorp (FSUN)
Vanguard Specialized Funds Div App Etf (VIG)
First Internet Bancorp (INBK)
Modine Manufacturing (MOD)

View all positions for Caldwell Sutter Capital

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