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Schwab Strategic Tr us dividend eq shares owned by Hershey Financial Advisers

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

Historical chart of Hershey Financial Advisers 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 Hershey Financial Advisers 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 Hershey Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-06-30 $9.5k 122 77.76

More positions owned by Hershey Financial Advisers

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Carnival Corp Unit 99/99/9999 (CCL)
Vanguard World Inf Tech Etf (VGT)
Vanguard World Comm Srvc Etf (VOX)
Ishares Tr Morningstar Grwt (ILCG)
Trane Technologies SHS (TT)
Vanguard World Utilities Etf (VPU)
Vanguard World Energy Etf (VDE)
Vanguard World Financials Etf (VFH)
Vanguard World Industrial Etf (VIS)
Vanguard World Materials Etf (VAW)
Vanguard World Consum Stp Etf (VDC)

View all positions for Hershey Financial Advisers

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