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Schwab Strategic Tr us dividend eq shares owned by Carret Asset Management

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

Historical chart of Carret Asset 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 Carret Asset 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 Carret Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $490k 5.8k 84.54
2024-06-30 $425k 5.5k 77.77
2024-03-31 $384k 4.8k 80.64
2023-12-31 $297k 3.9k 76.13
2023-09-30 $226k 3.2k 70.75

More positions owned by Carret Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
Oracle Corporation (ORCL)
Alphabet Inc Class A cs (GOOGL)
American Express Company (AXP)
Penumbra (PEN)
Johnson & Johnson (JNJ)
Facebook Inc cl a (META)
Chevron Corporation (CVX)
Amazon (AMZN)
Pepsi (PEP)
Berkshire Hathaway (BRK.A)

View all positions for Carret Asset Management

Top funds holding Schwab Strategic Tr us dividend eq

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Envestnet Asset Management
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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