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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
2024-03-31 $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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View all positions for Cresta Advisors

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
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq