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Schwab Strategic Tr us dividend eq shares owned by FormulaFolio Investments

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

Historical chart of FormulaFolio Investments 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 FormulaFolio Investments 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 FormulaFolio Investments

Quarter filed Position value Share count Share price at filing
2021-06-30 $998k 13k 75.60
2021-03-31 $1.1M 14k 76.69
2020-12-31 $8.7M 136k 64.14
2020-09-30 $7.4M 134k 55.30
2020-06-30 $5.3M 103k 51.75
2020-03-31 $3.9M 86k 44.98
2019-12-31 $9.6M 166k 57.92
2019-09-30 $685k 13k 54.79
2019-06-30 $673k 13k 53.08
2019-03-31 $536k 10k 52.26
2018-12-31 $347k 6.6k 52.94
2018-09-30 $347k 6.6k 52.94

More positions owned by FormulaFolio Investments

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Dbx Etf Trust Xtrack Usd High Etf Xtrack Usd High Etf (HYLB)
Schwab Strategic Tr Us Mid-cap Etf Us Mid-cap Etf (SCHM)
Spdr Series Trust Portfolio S&p 500 Etf Portfolio S&p 500 Etf (SPLG)
Vanguard Total Bnd Mrkt Etf Total Bnd Mrkt Etf (BND)
Spdr Series Trust Prtflo S&p500 Gw Etf Prtflo S&p500 Gw Etf (SPYG)
Ishares Trust Core S&p Scp Etf Core S&p Scp Etf (IJR)
Ishares Trust 5-10 Year Investment Grade 5-10 Year Investment Grade (IGIB)
Vanguard Shrt Trm Corp Bd Etf Shrt Trm Corp Bd Etf (VCSH)
Spdr Index Shares Funds Portfolio Devlpd Etf Portfolio Devlpd Etf (SPDW)
Spdr Index Shares Funds Portfolio Emg Mk Etf Portfolio Emg Mk Etf (SPEM)
Spdr Series Trust Portfoli S&p 1500 Comp Stk Etf Portfoli S&p 1500 Comp Stk Etf (SPTM)
Northern Lights Fund Trust Iv Frmlaflio Tact Etf Frmlaflio Tact Etf
Ishares Trust Core Msci Total Etf Core Msci Total Etf (IXUS)
Northern Lights Fund Trust Iv Formula Folios Etf Formula Folios Etf

View all positions for FormulaFolio Investments

Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq