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Schwab Strategic Tr us dividend eq shares owned by Fairway Wealth

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

Historical chart of Fairway Wealth investment in Schwab Strategic Tr us dividend eq

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.001599.864k599.8645k599.865k599.8655k599.866k21.956k21.9565k21.957k21.9575k21.958k
Value ($)Share countHistorical SCHD position of Fairway Wealth Source: stockzoa.comValue ($)Share count

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All positions including Schwab Strategic Tr us dividend eq held by Fairway Wealth 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 Fairway Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $600k 22k 27.32

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Invesco S&p 500 Equal Weight Etf Etf (RSP)
Ishares S&p Smallcap 600 Etf Etf (IJR)
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Vanguard Total International Bond Etf Etf (BNDX)
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View all positions for Fairway Wealth

Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq