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Schwab Strategic Tr us dividend eq shares owned by First Allied Advisory Services

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by First Allied Advisory Services from 13F filings

Historical chart of First Allied Advisory Services 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 First Allied Advisory Services 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 First Allied Advisory Services

Quarter filed Position value Share count Share price at filing
2020-09-30 $2.8M 51k 55.31
2020-06-30 $3.3M 64k 51.74
2020-03-31 $8.1M 181k 44.98
2019-12-31 $4.9M 84k 58.03
2019-09-30 $4.3M 78k 54.80
2019-06-30 $4.1M 77k 53.07
2019-03-31 $4.0M 78k 52.17
2018-12-31 $3.5M 75k 46.99
2018-09-30 $1.1M 21k 52.86
2018-06-30 $3.6M 73k 49.35
2018-03-31 $3.8M 77k 49.17
2017-12-31 $3.6M 70k 51.04
2017-09-30 $3.1M 65k 46.86
2017-06-30 $2.8M 61k 45.14
2017-03-31 $2.3M 51k 44.62
2016-12-31 $1.7M 40k 43.56
2016-09-30 $1.3M 31k 42.31
2016-06-30 $1.3M 30k 41.36
2016-03-31 $1.2M 30k 40.05
2015-12-31 $1.3M 33k 38.60
2015-09-30 $1.1M 31k 36.02
2015-06-30 $1.0M 27k 38.22
2015-03-31 $1.1M 27k 39.39
2014-12-31 $839k 21k 39.71
2014-09-30 $790k 20k 38.72
2014-06-30 $785k 21k 38.34
2014-03-31 $775k 21k 36.97
2013-12-31 $492k 13k 36.74
2013-09-30 $1.8M 53k 33.54
2013-06-30 $311k 9.5k 32.81

More positions owned by First Allied Advisory Services

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for First Allied Advisory Services

Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq