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Schwab Strategic Tr us dividend eq shares owned by Grey Street Capital

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

Historical chart of Grey Street Capital 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 Grey Street Capital 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 Grey Street Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.2M 77k 80.63
2023-12-31 $1.0M 14k 76.13
2023-09-30 $953k 14k 70.76
2023-06-30 $969k 13k 72.62

More positions owned by Grey Street Capital

NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Accenture Plc Ireland Shs Class A (ACN)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vertex Pharmaceuticals Incorporated (VRTX)
Meta Platforms Cl A (META)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Crowdstrike Hldgs Cl A (CRWD)
Adobe Systems Incorporated (ADBE)
Goldman Sachs (GS)
Agnico (AEM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Grey Street Capital

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
Wealthfront Advisers
Sontag Advisory
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