Homrich Berg »

Schwab Strategic Tr us dividend eq shares owned by Homrich Berg

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

Historical chart of Homrich Berg investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by Homrich Berg 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 Homrich Berg

Quarter filed Position value Share count Share price at filing
2021-09-30 $19M 260k 74.24
2021-06-30 $20M 259k 75.62
2021-03-31 $19M 260k 72.92
2020-12-31 $17M 260k 64.14
2020-09-30 $15M 265k 55.30
2020-06-30 $14M 261k 51.75
2020-03-31 $12M 266k 44.98
2019-12-31 $16M 274k 57.92
2019-09-30 $15M 281k 54.78
2019-06-30 $15M 282k 53.07
2019-03-31 $15M 281k 52.28
2018-12-31 $14M 287k 46.97
2018-09-30 $15M 291k 53.00
2018-06-30 $15M 302k 49.29
2018-03-31 $16M 334k 49.03
2017-12-31 $20M 396k 51.17
2017-09-30 $20M 417k 46.80
2017-06-30 $19M 427k 45.10
2017-03-31 $20M 452k 44.58
2016-12-31 $21M 472k 43.57
2016-09-30 $20M 483k 42.31
2016-06-30 $20M 484k 41.44
2016-03-31 $21M 521k 40.09
2015-12-31 $48M 1.2M 38.56
2015-09-30 $70M 2.0M 35.95
2015-06-30 $74M 1.9M 38.29
2015-03-31 $72M 1.8M 39.41
2014-12-31 $67M 1.7M 39.85
2014-09-30 $62M 1.7M 37.18
2014-06-30 $59M 1.5M 38.27
2014-03-31 $54M 1.5M 36.85
2013-12-31 $51M 1.4M 36.66
2013-09-30 $45M 1.3M 33.65
2013-06-30 $40M 1.2M 32.70
2013-03-31 $38M 1.2M 31.79
2012-12-31 $33M 1.2M 28.34
2012-09-30 $32M 1.1M 28.75
2012-06-30 $41M 1.5M 27.76
2012-03-31 $37M 1.3M 27.89

More positions owned by Homrich Berg

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Home Depot (HD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Homrich Berg

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