GFS Private Wealth »

Schwab Strategic Tr us dividend eq shares owned by GFS Private Wealth

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

Historical chart of GFS Private Wealth 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 GFS Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by GFS Private Wealth

Quarter filed Position value Share count Share price at filing
2017-12-31 $13M 247k 51.17

More positions owned by GFS Private Wealth

Vanguard Growth ETF (VUG)
Vanguard Dividend Appreciation ETF (VIG)
Sch Us Mid-cap Etf etf (SCHM)
iShares Russell 2000 Growth Index (IWO)
iShares Russell 1000 Growth Index (IWF)
Schwab U S Small Cap ETF (SCHA)
Vanguard Value ETF (VTV)
WisdomTree Dividend ex-Fin Fund (AIVL)
Schwab U S Large Cap Growth ETF (SCHG)
Schwab Strategic Tr us dividend eq (SCHD)
Schwab Strategic Tr cmn (SCHV)
iShares Russell 1000 Value Index (IWD)
Schwab International Equity ETF (SCHF)
Ishares Tr rus200 idx etf (IWL)
iShares Russell Microcap Index (IWC)

View all positions for GFS Private Wealth

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