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Schwab Strategic Tr us dividend eq shares owned by Cynosure Management

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

Historical chart of Cynosure Management 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 Cynosure Management 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 Cynosure Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 48k 76.13
2023-09-30 $3.0M 42k 70.76
2023-06-30 $3.1M 42k 72.62

More positions owned by Cynosure Management

Ishares Tr Short Treas Bd (SHV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Blackrock Ultra (ICSH)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Union Pacific Corporation (UNP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
International Business Machines (IBM)
General Electric Com New (GE)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Cynosure Management

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