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Schwab Strategic Tr us dividend eq shares owned by Continuum Advisory

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

Historical chart of Continuum Advisory 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 Continuum Advisory 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 Continuum Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.0M 241k 28.88
2024-06-30 $6.0M 77k 77.76
2024-03-31 $6.1M 77k 79.16
2023-12-31 $5.3M 69k 76.13
2023-09-30 $3.1M 44k 70.76
2023-06-30 $2.6M 36k 72.62
2023-03-31 $1.6M 22k 73.16
2022-12-31 $226k 3.0k 75.53

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Jpmorgan Core Plus Bond Etf Etf (JCPB)
Vanguard Total Stock Market Etf Etf (VTI)
Microsoft Corp Stock (MSFT)
Vanguard Extended Market Etf Etf (VXF)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Invesco Qqq Trust Series I Etf (QQQ)
Amazon Stock (AMZN)
Vanguard Total Bond Market Etf Etf (BND)
Barnes Group Stock (B)
Nvidia Corporation Stock (NVDA)
Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Vanguard Large-cap Etf Etf (VV)
Ishares S&p 100 Etf Etf (OEF)

View all positions for Continuum Advisory

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