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Schwab Strategic Tr us dividend eq shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management 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 Heritage Wealth Management 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 2.5k 84.53
2024-06-30 $235k 3.0k 77.02

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Us Bancorp Del Com New (USB)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
Abbvie (ABBV)
Cincinnati Financial Corporation (CINF)
Chubb (CB)
Allstate Corporation (ALL)
Chevron Corporation (CVX)
Kroger (KR)
McDonald's Corporation (MCD)

View all positions for Heritage Wealth Management

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