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

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

Historical chart of Hrc 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 Hrc 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 Hrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2M 85k 84.53
2024-06-30 $6.6M 85k 77.76
2024-03-31 $6.8M 84k 80.63
2023-12-31 $6.0M 79k 76.13

More positions owned by Hrc Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
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Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Boeing Company (BA)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Hrc Wealth Management

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