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Schwab Strategic Tr us dividend eq shares owned by Certified Advisory Corp

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

Historical chart of Certified Advisory Corp 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 Certified Advisory Corp 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 Certified Advisory Corp

Quarter filed Position value Share count Share price at filing
2024-06-30 $19M 240k 77.76
2024-03-31 $18M 227k 80.63
2023-12-31 $14M 186k 76.13
2023-09-30 $18M 256k 70.19
2023-06-30 $17M 240k 72.62
2023-03-31 $18M 250k 73.16
2022-12-31 $17M 224k 75.54
2022-09-30 $15M 220k 66.43
2022-06-30 $14M 201k 71.63
2022-03-31 $14M 175k 78.89
2021-12-31 $10M 126k 80.83
2021-09-30 $8.4M 113k 74.24
2021-06-30 $6.7M 88k 75.62
2021-03-31 $4.8M 66k 72.91
2020-06-30 $22k 431 51.04
2020-03-31 $19k 427 44.50
2019-12-31 $25k 423 59.10
2019-09-30 $23k 420 54.76
2019-06-30 $22k 413 53.27
2019-03-31 $22k 413 53.27
2018-09-30 $30k 573 52.36
2018-06-30 $28k 569 49.21
2018-03-31 $27k 564 47.87
2017-12-31 $27k 544 49.63

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Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
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Vanguard Information Technology Etf (VGT)
Rydex Etf Tr S&p Equal Weight Consumer Staples Etf Etf (RSPS)

View all positions for Certified Advisory Corp

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Management
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Sontag Advisory
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq