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Schwab Strategic Tr us dividend eq shares owned by Fairfield Financial Advisors

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

Historical chart of Fairfield Financial 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 Fairfield Financial 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 Fairfield Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $43k 513 84.57
2024-06-30 $39k 503 77.81
2023-12-31 $119k 1.6k 76.15
2023-09-30 $111k 1.6k 70.78
2023-06-30 $113k 1.6k 72.62
2023-03-31 $112k 1.6k 72.32
2022-12-31 $155k 2.0k 75.55
2022-09-30 $136k 2.0k 66.43
2022-06-30 $146k 2.0k 71.62
2022-03-31 $37k 468 78.92

More positions owned by Fairfield Financial Advisors

Invsc Qqq Trust Srs 1 Etf Uit Exchange Traded (QQQ)
Technology Select Sectorspdr Etf Uit Exchange Traded (XLK)
Jensen Quality Growth I Equity Funds (JENIX)
Parnassus Core Equity Investor Ntf Equity Funds (PRBLX)
T. Rowe Price Capital Appreciation I Ntf Equity Funds (TRAIX)
Vanguard Dividend Growth Fund Inv Equity Funds (VDIGX)
Eli Lilly And Common Stock (LLY)
Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Alphabet Inc Class A Common Stock (GOOGL)
Berkshire Hathaway Class B Common Stock (BRK.B)
Microsoft Corp Common Stock (MSFT)
Automatic Data Processin Common Stock (ADP)
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NVO)
Schwab Value Advantage Money Investor Shares Schwab Non-sweep Mmf (SWVXX)

View all positions for Fairfield Financial Advisors

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