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Schwab Strategic Tr us dividend eq shares owned by Financial Advisors

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

Historical chart of 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 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 Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $293k 11k 27.32

More positions owned by Financial Advisors

Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Acwi Exus (HAWX)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Esg Aware Msci (ESML)
Ishares Tr Hdg Msci Eafe (HEFA)

View all positions for Financial Advisors

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