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Schwab Strategic Tr us dividend eq shares owned by Grant/GrossMendelsohn

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

Historical chart of Grant/GrossMendelsohn 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 Grant/GrossMendelsohn 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 Grant/GrossMendelsohn

Quarter filed Position value Share count Share price at filing
2024-09-30 $463k 5.5k 84.54
2024-06-30 $419k 5.3k 78.58
2024-03-31 $388k 4.9k 79.55

More positions owned by Grant/GrossMendelsohn

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Ii Ggm Macro Alignm (GGM)
Spdr Gold Tr Gold Shs (GLD)
T Rowe Price Etf Cap Appreciation (TCAF)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Oracle Corporation (ORCL)
Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Grant/GrossMendelsohn

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