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Schwab Strategic Tr us dividend eq shares owned by Callan Capital

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

Historical chart of Callan 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 Callan Capital 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 Callan Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $278k 3.3k 84.53
2024-06-30 $507k 6.5k 77.76

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
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Schwab Strategic Tr Fundamental Us B (FNDB)
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American Centy Etf Tr Intl Smcp Vlu (AVDV)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Callan 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