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Schwab Strategic Tr us dividend eq shares owned by Herold Advisors

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

Historical chart of Herold 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 Herold 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 Herold Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $553k 6.5k 84.54
2024-06-30 $446k 5.7k 77.77
2024-03-31 $356k 4.4k 80.65
2023-12-31 $254k 3.3k 76.16
2022-03-31 $91k 1.2k 78.89
2021-09-30 $66k 900 73.33

More positions owned by Herold Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Mastercard Incorporated Cl A (MA)
Abbvie (ABBV)
Visa Com Cl A (V)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Meta Platforms Cl A (META)
Etf Ser Solutions Distillate Us (DSTL)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Herold Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Ameriprise Financial
UBS Group
Sontag Advisory
Commonwealth Equity Services
Wells Fargo & Company
Orgel Wealth Management
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq