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Schwab Strategic Tr us dividend eq shares owned by Hanson McClain Advisors

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

Historical chart of Hanson McClain 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 Hanson McClain 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 Hanson McClain Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $47M 559k 84.53
2024-06-30 $45M 549k 81.11
2024-03-31 $16M 195k 80.63
2023-12-31 $15M 196k 76.13
2023-09-30 $5.8M 82k 70.76
2023-06-30 $5.9M 82k 72.62
2023-03-31 $6.6M 90k 73.16
2022-12-31 $7.9M 105k 75.54
2022-09-30 $9.9M 148k 66.43
2022-06-30 $12M 169k 71.63
2022-03-31 $3.3M 42k 78.90
2021-12-31 $3.9M 48k 80.84
2021-09-30 $3.4M 46k 74.24
2021-06-30 $2.0k 31 64.52
2019-09-30 $77k 1.4k 54.46
2019-06-30 $68k 1.3k 53.46
2019-03-31 $72k 1.4k 52.48
2018-12-31 $59k 1.3k 46.60
2018-09-30 $66k 1.3k 52.80
2018-06-30 $61k 1.2k 49.11
2018-03-31 $239k 4.9k 49.01
2017-12-31 $245k 4.8k 51.17
2017-09-30 $167k 3.6k 46.67
2017-06-30 $182k 4.0k 45.11
2017-03-31 $163k 3.7k 44.46
2016-12-31 $213k 4.9k 43.62
2016-09-30 $337k 8.0k 42.27
2016-06-30 $297k 7.2k 41.50
2016-03-31 $414k 10k 40.07
2015-12-31 $354k 9.2k 38.56
2015-09-30 $289k 8.0k 35.91
2015-06-30 $470k 12k 38.26
2015-03-31 $493k 13k 39.41
2014-12-31 $392k 9.8k 39.88

More positions owned by Hanson McClain Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Ishares Tr Usd Inv Grde Etf (USIG)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Hanson McClain 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