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Schwab Strategic Tr us dividend eq shares owned by Farther Finance Advisors

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

Historical chart of Farther Finance 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 Farther Finance 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 Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9M 58k 84.53
2024-06-30 $2.0M 26k 77.41
2024-03-31 $2.4M 31k 80.14
2023-12-31 $1.2M 16k 76.13
2023-09-30 $974k 14k 70.76
2023-06-30 $1.0M 14k 72.62
2023-03-31 $1.1M 15k 73.16
2022-12-31 $1.2M 16k 75.54

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Microsoft Corp Stock (MSFT)
Uva Unconstrained Medium-term Fixed Income Etf Etf (FFIU)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Amazon Stock (AMZN)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares S&p 500 Growth Etf Etf (IVW)

View all positions for Farther Finance 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