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Schwab Strategic Tr us dividend eq shares owned by Colorado Capital Management

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

Historical chart of Colorado Capital Management 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 Colorado Capital Management 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 Colorado Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $980k 12k 84.51
2024-06-30 $892k 12k 77.73
2024-03-31 $925k 12k 80.61
2018-12-31 $171k 3.7k 46.82
2018-09-30 $200k 3.8k 52.74

More positions owned by Colorado Capital Management

Dbx Etf Tr Xtrckr Msci Us (USSG)
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Apple (AAPL)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Mktwide Val (DFUV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard World Mega Cap Index (MGC)
Claymore Exchange Trd Fd Tr Gugg S&p Gbl Wtr

View all positions for Colorado Capital Management

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq