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Schwab Strategic Tr us dividend eq shares owned by Cannon Financial Strategists

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

Historical chart of Cannon Financial Strategists 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 Cannon Financial Strategists 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 Cannon Financial Strategists

Quarter filed Position value Share count Share price at filing
2024-09-30 $440k 5.2k 84.53
2024-06-30 $405k 5.2k 77.76
2024-03-31 $420k 5.2k 80.63
2023-12-31 $310k 4.1k 76.13
2023-09-30 $288k 4.1k 70.76
2023-06-30 $257k 3.5k 72.62

More positions owned by Cannon Financial Strategists

Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfli Tips Etf (SPIP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Cannon Financial Strategists

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