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Schwab Strategic Tr us dividend eq shares owned by Financial Consulate

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

Historical chart of Financial Consulate 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 Consulate 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 Consulate

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 261k 84.53
2024-06-30 $20M 258k 77.76
2024-03-31 $21M 257k 80.63
2023-12-31 $19M 255k 76.13
2023-09-30 $11M 161k 70.76
2023-06-30 $12M 162k 72.62
2023-03-31 $12M 160k 73.16
2022-12-31 $12M 155k 75.54
2022-09-30 $9.8M 148k 66.43
2022-03-31 $225k 2.9k 78.92
2021-12-31 $1.9M 24k 80.81
2021-09-30 $1.8M 24k 74.24
2021-06-30 $1.7M 23k 75.64
2021-03-31 $1.6M 22k 72.92
2020-12-31 $1.4M 22k 64.14
2020-09-30 $1.3M 23k 55.28
2020-06-30 $1.3M 24k 51.75
2020-03-31 $1.7M 38k 44.97
2019-12-31 $2.3M 39k 57.93
2019-09-30 $2.1M 39k 54.77
2019-06-30 $2.1M 39k 53.08
2019-03-31 $2.1M 40k 52.28
2018-12-31 $1.8M 38k 46.97
2018-09-30 $2.1M 40k 52.99
2018-06-30 $2.0M 40k 49.28
2018-03-31 $2.0M 40k 49.02
2017-12-31 $2.1M 41k 51.17
2017-09-30 $1.8M 38k 46.81
2017-06-30 $1.8M 41k 45.09
2017-03-31 $1.8M 41k 44.58
2016-12-31 $1.8M 41k 43.57
2016-09-30 $1.8M 41k 42.32
2016-06-30 $1.7M 42k 41.45
2016-03-31 $1.7M 41k 40.09
2015-12-31 $1.1M 28k 38.56

More positions owned by Financial Consulate

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Us B (FNDB)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Dimensional Etf Trust Us High Profitab (DUHP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
T Rowe Price Etf Cap Appreciation (TCAF)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Spdr Index Shs Fds Asia Pacif Etf (GMF)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for Financial Consulate

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