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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
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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View all positions for Continuum Advisory

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