Clarius »

Schwab Strategic Tr us dividend eq shares owned by Clarius

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

Historical chart of Clarius 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 Clarius consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Clarius

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 51k 27.32
2024-09-30 $1.1M 14k 76.89
2024-06-30 $712k 9.2k 77.76
2019-12-31 $466k 8.0k 58.53
2019-09-30 $436k 8.0k 54.76
2019-06-30 $374k 7.1k 53.02
2019-03-31 $270k 5.2k 52.21
2018-09-30 $462k 8.7k 53.05
2018-06-30 $365k 7.4k 49.32

More positions owned by Clarius

Paccar (PCAR)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Amazon (AMZN)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl High Profit (DIHP)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Clarius

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
LPL Financial
Orgel Wealth Management
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Ameriprise Financial
Keystone Financial Planning
UBS Group
Sontag Advisory
HHM Wealth Advisors
Wealthfront Advisers
Commonwealth Equity Services

View all funds holding Schwab Strategic Tr us dividend eq