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EisnerAmper Wealth Management Corporate Benefits »

Schwab Strategic Tr us dividend eq shares owned by EisnerAmper Wealth Management Corporate Benefits

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by EisnerAmper Wealth Management Corporate Benefits from 13F filings

Historical chart of EisnerAmper Wealth Management Corporate Benefits 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 EisnerAmper Wealth Management Corporate Benefits 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 EisnerAmper Wealth Management Corporate Benefits

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$8.8M	116k	76.13
2023-09-30	$8.6M	122k	70.76
2023-06-30	$929k	13k	72.59
2023-03-31	$326k	4.5k	73.23
2022-12-31	$333k	4.4k	75.42
2022-03-31	$204k	2.6k	78.89
2021-12-31	$208k	2.6k	80.97

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Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

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Ishares S&p 500 Growth Etf Etf (IVW)

Vanguard International Dividend Appreciation Etf Etf (VIGI)

SPDR S&P Dividend ETF Etf (SDY)

Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)

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Schwab Us Dividend Equity Etf Etf (SCHD)

Invesco Nasdaq 100 Etf Etf (QQQM)

Vanguard Ftse Developed Markets Etf Etf (VEA)

Ishares Msci Eafe Value Etf Etf (EFV)

Ishares Msci Eafe Growth Etf Etf (EFG)

Innovator Emerging Markets Power Buffer Etf January Etf (EJAN)

View all positions for EisnerAmper Wealth Management Corporate Benefits

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

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

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