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Schwab Strategic Tr us dividend eq shares owned by HighTower Advisors

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

Historical chart of HighTower 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 HighTower 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 HighTower Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $127M 1.7M 76.12
2023-09-30 $133M 1.9M 70.73
2023-06-30 $102M 1.4M 72.62
2023-03-31 $103M 1.4M 73.17
2022-12-31 $114M 1.5M 75.56
2022-09-30 $77M 1.2M 66.45
2022-06-30 $35M 488k 71.63
2022-03-31 $38M 480k 78.88
2021-12-31 $35M 437k 80.84
2021-09-30 $30M 401k 74.25
2021-06-30 $29M 381k 75.61
2021-03-31 $28M 384k 72.92
2020-12-31 $19M 295k 64.18
2020-09-30 $9.6M 174k 55.24
2020-06-30 $10M 202k 51.76
2020-03-31 $7.1M 158k 44.89
2019-12-31 $9.9M 171k 57.79
2019-09-30 $8.6M 158k 54.69
2019-06-30 $8.5M 160k 52.93
2019-03-31 $7.7M 147k 52.24
2018-12-31 $6.1M 129k 46.89
2018-09-30 $8.0M 152k 52.95
2018-06-30 $6.0M 121k 49.32
2018-03-31 $5.6M 114k 49.12
2017-12-31 $3.4M 67k 51.13
2017-09-30 $637k 14k 46.76
2017-06-30 $442k 9.8k 45.16
2017-03-31 $447k 10k 44.47
2016-12-31 $1.5M 34k 43.56
2016-09-30 $328k 7.8k 42.32
2016-06-30 $365k 8.8k 41.60
2016-03-31 $302k 7.5k 40.10
2015-12-31 $1.5M 39k 38.53
2015-06-30 $207k 5.4k 38.25

More positions owned by HighTower Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)

View all positions for HighTower Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Wealthfront Advisers
Sontag Advisory
Raymond James Financial Services Advisors
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq