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Schwab Strategic Tr us dividend eq shares owned by Gyl Financial Synergies

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

Historical chart of Gyl Financial Synergies 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 Gyl Financial Synergies 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 Gyl Financial Synergies

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 50k 76.13
2023-09-30 $3.6M 50k 70.76
2023-06-30 $3.6M 50k 72.62
2023-03-31 $3.7M 51k 73.16
2022-12-31 $234k 3.1k 75.54
2021-12-31 $264k 3.3k 80.88

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JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Cohen Steer Reit (ICF)
Procter & Gamble Company (PG)
Goldman Sachs (GS)
Ishares Tr Us Sml Cap Eqt (SMLF)

View all positions for Gyl Financial Synergies

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