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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
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

Eli Lilly & Co. (LLY)
Vertex Pharmaceuticals Incorporated (VRTX)
Accenture Plc Ireland Shs Class A (ACN)
Amazon (AMZN)
Adobe Systems Incorporated (ADBE)
Agnico (AEM)
Alamos Gold Com Cl A (AGI)
Goldman Sachs (GS)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Cable One (CABO)
Crowdstrike Hldgs Cl A (CRWD)
Block Cl A (SQ)
Equity Lifestyle Properties (ELS)

View all positions for Grey Street Capital

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq