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Schwab Strategic Tr us dividend eq shares owned by Financial Guidance Group

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

Historical chart of Financial Guidance Group 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 Guidance Group 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 Guidance Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $18M 235k 76.13
2023-09-30 $17M 243k 70.76
2023-06-30 $18M 248k 72.62
2023-03-31 $18M 249k 73.16
2022-12-31 $18M 241k 75.54
2022-09-30 $16M 240k 66.43
2022-06-30 $16M 222k 71.63
2022-03-31 $16M 204k 78.89

More positions owned by Financial Guidance Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XJUN)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QJUN)
Select Sector Spdr Tr Energy (XLE)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

View all positions for Financial Guidance Group

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq