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Schwab Strategic Tr us dividend eq shares owned by FreeGulliver

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

Historical chart of FreeGulliver 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 FreeGulliver 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 FreeGulliver

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.0M 51k 77.76
2024-03-31 $3.3M 41k 80.63
2023-12-31 $2.3M 30k 76.13

More positions owned by FreeGulliver

JPMorgan Chase & Co. (JPM)
Ishares Tr Rus Top 200 Etf (IWL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Specialized Funds Div App Etf (VIG)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
UnitedHealth (UNH)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Investment Grade (IGEB)
First Horizon National Corporation (FHN)
Apple (AAPL)

View all positions for FreeGulliver

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
Wealthfront Advisers
Sontag Advisory
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