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Schwab Strategic Tr us dividend eq shares owned by Glassy Mountain Advisors

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

Historical chart of Glassy Mountain 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 Glassy Mountain 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 Glassy Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 34k 84.53
2024-06-30 $2.5M 33k 77.76
2024-03-31 $2.6M 33k 80.63
2023-12-31 $2.3M 30k 76.13

More positions owned by Glassy Mountain Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Apple (AAPL)
United Rentals (URI)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Blackrock Ultra (ICSH)
Broadcom (AVGO)
Applied Materials (AMAT)
Lowe's Companies (LOW)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Usd Inv Grde Etf (USIG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Amazon (AMZN)
Williams-Sonoma (WSM)
Booking Holdings (BKNG)

View all positions for Glassy Mountain Advisors

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