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

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

Historical chart of Clear Point 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 Point 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 Point Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $678k 25k 27.30
2025-06-30 $721k 27k 26.50
2025-03-31 $839k 30k 27.96
2024-12-31 $809k 30k 27.32
2024-09-30 $830k 9.8k 84.53
2024-06-30 $756k 9.7k 77.76
2024-03-31 $784k 9.7k 80.63
2023-12-31 $732k 9.6k 76.13

More positions owned by Clear Point Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Graniteshares Gold Tr Shs Ben Int (BAR)
Apple (AAPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)

View all positions for Clear Point Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq