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Schwab Strategic Tr us dividend eq shares owned by Financial & Tax Architects

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

Historical chart of Financial & Tax Architects 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 & Tax Architects 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 & Tax Architects

Quarter filed Position value Share count Share price at filing
2024-09-30 $364k 4.3k 84.52

More positions owned by Financial & Tax Architects

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)
Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
International Business Machines (IBM)
Wal-Mart Stores (WMT)
Lowe's Companies (LOW)
Abbvie (ABBV)

View all positions for Financial & Tax Architects

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