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Schwab Strategic Tr us dividend eq shares owned by Diversify Advisory Services

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

Historical chart of Diversify Advisory Services 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 Diversify Advisory Services 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 Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 43k 28.33
2024-06-30 $894k 12k 77.11
2024-03-31 $677k 8.4k 80.14

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View all positions for Diversify Advisory Services

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Sumitomo Life Insurance
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
Advisor Group Holdings
Royal Bank of Canada
Mariner Wealth Advisors
CVA Family Office

View all funds holding Schwab Strategic Tr us dividend eq