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Schwab Strategic Tr us dividend eq shares owned by Eldridge Investment Advisors

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

Historical chart of Eldridge Investment Advisors 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 Eldridge Investment Advisors 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 Eldridge Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 37k 76.13
2023-09-30 $716k 10k 70.81
2023-06-30 $662k 9.1k 72.66
2023-03-31 $2.0M 28k 73.16
2022-12-31 $2.3M 30k 75.54
2022-09-30 $2.0M 31k 66.45
2022-06-30 $2.5M 35k 71.64
2022-03-31 $2.7M 35k 78.88
2021-12-31 $2.6M 33k 80.83
2021-09-30 $2.5M 33k 74.22
2021-06-30 $2.4M 32k 75.63
2021-03-31 $1.8M 24k 72.93
2020-12-31 $1.1M 17k 64.14
2020-09-30 $471k 8.5k 55.26
2020-06-30 $407k 7.9k 51.72
2020-03-31 $331k 7.4k 44.97

More positions owned by Eldridge Investment Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Total U S Stock Market Etf Etf (ITOT)
Jp Morgan Nasdaq Equity Prem Income Etf Etf (JEPQ)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Invesco Qqq Etf Etf (QQQ)
Goldman Sachs Access Treasury 0-1yr Etf Pricing Basket Etf (GBIL)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
First Trust Exchange Traded Fund Vi Rising Div Achievers Etf Etf (RDVY)
Jpmorgan Betabuilders Japan Etf Etf (BBJP)
First Trust Exchange Traded Fund Iii Pfd Secs & Income Etf Etf (FPE)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares Core S&p U S Value Etf Etf (IUSV)
Spdr Ssga Multi Asset Real Return Etf Etf (RLY)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Dimensional World Ex U S Core Equity 2 Etf Etf (DFAX)

View all positions for Eldridge Investment Advisors

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