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Schwab Strategic Tr us dividend eq shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut Wealth 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 Connecticut Wealth 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $737k 9.7k 76.13
2023-09-30 $685k 9.7k 70.76
2023-06-30 $750k 10k 72.62
2023-03-31 $756k 10k 73.16

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sontag Advisory
Wealthfront Advisers
Raymond James Financial Services Advisors
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
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq