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Schwab Strategic Tr us dividend eq shares owned by Clear Perspective Advisors

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

Historical chart of Clear Perspective Advisors 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 Clear Perspective Advisors 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 Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $24M 296k 80.83
2021-09-30 $22M 291k 74.24
2021-06-30 $21M 281k 75.62
2021-03-31 $19M 267k 72.92
2020-12-31 $17M 262k 64.14
2020-09-30 $209k 250k 0.84
2020-06-30 $13M 256k 51.75
2020-03-31 $11M 250k 44.98
2019-12-31 $3.7M 64k 57.92
2019-09-30 $2.5M 45k 54.77
2019-06-30 $1.7M 32k 53.07
2019-03-31 $1.4M 27k 52.29
2018-12-31 $1.1M 24k 46.98
2018-09-30 $1.1M 20k 53.02
2018-06-30 $870k 18k 49.31
2018-03-31 $828k 17k 49.06
2017-12-31 $725k 14k 51.14
2017-09-30 $390k 8.3k 46.85
2017-06-30 $215k 4.8k 45.12
2017-03-31 $62k 1.4k 44.93

More positions owned by Clear Perspective Advisors

Spdr Ser Tr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)
First Tr Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs New (VOO)
Rbb Fd Inc Motley Fool 100 Index Etf Motley Fol Etf (TMFC)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Inc-cl C CL C (GOOG)
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Clear Perspective Advisors

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