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Schwab Strategic Tr us dividend eq shares owned by Cresta Advisors

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

Historical chart of Cresta 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 Cresta 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 Cresta Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 49k 84.53
2024-03-31 $4.0M 50k 80.63
2023-12-31 $3.9M 51k 76.13
2023-09-30 $3.8M 54k 70.76
2023-06-30 $4.8M 67k 72.62
2023-03-31 $7.6M 104k 73.16
2022-12-31 $8.0M 106k 75.54
2022-09-30 $7.9M 118k 66.43

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Technology (XLK)
Nuveen Insured Tax-Free Adv Munici (NEA)
International Bancshares Corporation (IBOC)

View all positions for Cresta 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