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Schwab Strategic Tr us dividend eq shares owned by Goldstone Financial Group

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

Historical chart of Goldstone Financial Group 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 Goldstone Financial Group 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 Goldstone Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.4M 199k 27.32
2024-09-30 $5.5M 65k 84.53
2024-06-30 $4.7M 60k 77.76
2024-03-31 $4.5M 56k 80.63
2023-12-31 $4.4M 58k 76.13
2023-09-30 $3.8M 54k 70.76
2023-06-30 $3.5M 49k 72.62
2023-03-31 $1.6M 21k 73.16

More positions owned by Goldstone Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Ishares Tr Core S&p Us Gwt (IUSG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Fundamental Us S (FNDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Invesco Actively Managed Exc Var Rate Invt (VRIG)

View all positions for Goldstone Financial Group

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
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Ameriprise Financial
Keystone Financial Planning
UBS Group
Sontag Advisory
HHM Wealth Advisors
Wealthfront Advisers
Commonwealth Equity Services

View all funds holding Schwab Strategic Tr us dividend eq