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Schwab Strategic Tr us dividend eq shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital 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 Gradient Capital 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 Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 43k 84.53
2024-06-30 $3.2M 42k 77.76
2024-03-31 $3.2M 40k 80.63
2023-12-31 $2.7M 36k 76.13
2023-09-30 $2.1M 30k 70.76
2023-06-30 $2.1M 29k 72.62
2023-03-31 $1.9M 26k 73.16
2022-12-31 $1.9M 25k 75.54
2022-09-30 $1.3M 20k 66.45
2022-06-30 $1.2M 17k 71.66
2022-03-31 $1.3M 17k 78.87
2021-12-31 $1.2M 15k 80.82
2021-09-30 $1.1M 15k 74.26
2021-06-30 $1.1M 15k 75.59
2021-03-31 $730k 10k 72.94
2020-12-31 $600k 9.4k 64.16
2020-09-30 $468k 8.5k 55.29
2020-06-30 $409k 7.9k 51.80
2020-03-31 $357k 7.9k 44.92
2019-12-31 $507k 8.8k 57.92
2019-09-30 $493k 9.0k 54.74
2019-06-30 $497k 9.4k 53.04
2019-03-31 $563k 11k 52.29
2018-12-31 $521k 11k 47.00
2018-09-30 $587k 11k 52.98
2018-06-30 $542k 11k 49.25
2018-03-31 $553k 11k 49.04
2017-12-31 $574k 11k 51.19

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional Us Marketwide Value Etf Etf (DFUV)

View all positions for Gradient Capital 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