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Schwab Strategic Tr us dividend eq shares owned by Clifford Group

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

Historical chart of Clifford Group 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 Clifford Group 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 Clifford Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $19M 247k 76.13
2023-09-30 $16M 230k 70.76
2023-06-30 $16M 215k 72.62
2023-03-31 $15M 202k 73.16
2022-12-31 $3.4M 45k 75.54

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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View all positions for Clifford Group

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
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq