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Schwab Strategic Tr us dividend eq shares owned by Durante & Waters

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

Historical chart of Durante & Waters 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 Durante & Waters 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 Durante & Waters

Quarter filed Position value Share count Share price at filing
2024-03-31 $339k 4.2k 80.63
2023-12-31 $320k 4.2k 76.13

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Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Shrt Nat Mun Etf (SUB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr National Mun Etf (MUB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr New York Mun Etf (NYF)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)

View all positions for Durante & Waters

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