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Schwab Strategic Tr us dividend eq shares owned by Compass Ion Advisors

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

Historical chart of Compass Ion 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 Compass Ion 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 Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 16k 84.53

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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View all positions for Compass Ion Advisors

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