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Schwab Strategic Tr us dividend eq shares owned by Elevation Capital Advisory

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

Historical chart of Elevation Capital Advisory 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 Elevation Capital Advisory 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 Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 15k 84.53

More positions owned by Elevation Capital Advisory

Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)
RBB Motley Fol Etf (TMFC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Global X Fds Conscious Cos (KRMA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Msci Usa Mmentm (MTUM)
American Centy Etf Tr Us Quality Grow (QGRO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Esg Slc (SUSA)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

View all positions for Elevation Capital Advisory

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq