Eagle Rock Investment Company »

Schwab Strategic Tr us dividend eq shares owned by Eagle Rock Investment Company

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

Historical chart of Eagle Rock Investment Company 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 Eagle Rock Investment Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Eagle Rock Investment Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $230k 2.9k 80.63
2023-12-31 $213k 2.8k 76.13

More positions owned by Eagle Rock Investment Company

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Broadcom (AVGO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Chubb (CB)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Apple (AAPL)
AutoZone (AZO)
American Express Company (AXP)
AmerisourceBergen (COR)
Hca Holdings (HCA)
Kla Corp Com New (KLAC)

View all positions for Eagle Rock Investment Company

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