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Schwab Strategic Tr us dividend eq shares owned by Duncan Williams Asset Management

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

Historical chart of Duncan Williams Asset 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 Duncan Williams Asset 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 Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $25M 290k 84.53
2024-06-30 $22M 280k 77.76
2024-03-31 $20M 253k 80.63

More positions owned by Duncan Williams Asset Management

Vanguard Growth Etf Etf (VUG)
Schwab Us Dividend Equity Etf Etf (SCHD)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
First Horizon Corporation Stock (FHN)
Powershares Qqq Tr Etf (QQQ)
Vanguard Value Etf Etf (VTV)
Autozone Inc Nev Stock (AZO)
Amazon.com Stock (AMZN)
Vanguard Dividend Appreciation Etf Etf (VIG)
Proshares Tr Pshs Cs 130/30 Etf (CSM)
Pimco Dynamic Income Cef (PDI)
Kkr & Co Stock (KKR)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)

View all positions for Duncan Williams Asset Management

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
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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