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Schwab Strategic Tr us dividend eq shares owned by CGC Financial Services

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

Historical chart of CGC Financial Services 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 CGC Financial Services 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 CGC Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $55M 680k 80.63
2023-12-31 $47M 614k 76.13
2023-09-30 $48M 674k 70.76
2023-06-30 $50M 690k 72.62

More positions owned by CGC Financial Services

Schwab Strategic Tr Us Dividend Eq (SCHD)
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Vanguard Bd Index Fds Intermed Term (BIV)
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Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds Value Etf (VTV)

View all positions for CGC Financial Services

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq