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Schwab Strategic Tr us dividend eq shares owned by Flagship Wealth Advisors

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

Historical chart of Flagship Wealth 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 Flagship Wealth 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 Flagship Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 216k 27.30
2025-06-30 $10M 383k 26.50
2025-03-31 $11M 389k 27.96
2024-12-31 $6.1M 222k 27.32

More positions owned by Flagship Wealth Advisors

Invesco QQQ Trust Exchange Traded Fund (QQQ)
Vanguard Growth ETF Exchange Traded Fund (VUG)
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)
SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)
Fidelity High Dividend ETF Exchange Traded Fund (FDVV)
WisdomTree U.S. LargeCap Fund Exchange Traded Fund (EPS)
Vanguard Value ETF Exchange Traded Fund (VTV)
Invesco S&P MidCap Momentum ETF Exchange Traded Fund (XMMO)
Fidelity Enhanced Large Cap Core ETF Exchange Traded Fund (FELC)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
NVIDIA Corp Common Stock (NVDA)
WisdomTree US Quality Dividend Gr ETF Exchange Traded Fund (DGRW)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
Schwab US Dividend Equity ETF Exchange Traded Fund (SCHD)

View all positions for Flagship Wealth Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq