Creative Financial Designs »

Schwab Strategic Tr us dividend eq shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs 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 Creative Financial Designs consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 24k 84.53
2024-06-30 $3.0M 38k 77.76
2024-03-31 $2.7M 34k 80.63
2023-12-31 $2.0M 26k 76.13
2023-09-30 $999k 14k 70.76
2023-06-30 $992k 14k 72.62
2023-03-31 $946k 13k 73.16
2022-12-31 $934k 12k 75.54
2022-09-30 $678k 10k 66.43
2022-06-30 $79k 1.1k 71.82
2022-03-31 $62k 785 78.98
2020-09-30 $14k 256 54.69
2020-06-30 $28k 539 51.95
2020-03-31 $24k 534 44.94
2019-12-31 $140k 2.4k 58.21
2019-09-30 $82k 1.5k 53.14
2019-06-30 $16k 305 52.46
2019-03-31 $16k 303 52.81
2018-12-31 $14k 300 46.67
2018-09-30 $16k 298 53.69

More positions owned by Creative Financial Designs

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Growth Etf Etf (VUG)
Inspire Faithward Mid Cap Momentum Etf Etf (GLRY)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Ishares Core S&p Us Value Etf Etf (IUSV)
Amazon Stock (AMZN)

View all positions for Creative Financial Designs

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