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Schwab Strategic Tr us dividend eq shares owned by Edge Capital Group

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

Historical chart of Edge Capital Group 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 Edge Capital Group 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 Edge Capital Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.2M 74k 70.76
2023-06-30 $3.2M 44k 72.62
2023-03-31 $1.2M 17k 73.16
2022-12-31 $1.1M 14k 75.54
2022-09-30 $884k 13k 66.45

More positions owned by Edge Capital Group

Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Evolv Technologies Hldngs Inc Com Cl A Stock (EVLV)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)

View all positions for Edge Capital Group

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