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Schwab Strategic Tr us dividend eq shares owned by Dagco

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

Historical chart of Dagco 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 Dagco 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 Dagco

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 183k 80.63
2023-09-30 $2.2M 32k 69.25
2023-06-30 $13M 177k 71.58
2023-03-31 $12M 161k 72.02
2022-12-31 $9.0M 122k 74.00
2022-09-30 $5.4M 85k 64.50
2022-06-30 $692k 12k 57.27

More positions owned by Dagco

Ishares Tr Core Div Grwth (DGRO)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Global X Fds S&p 500 Catholic (CATH)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Dagco

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Management
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Envestnet Asset Management
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Sontag Advisory
UBS Group
Advisor Group Holdings
Orgel Wealth Management

View all funds holding Schwab Strategic Tr us dividend eq