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Schwab Strategic Tr us dividend eq shares owned by IAM Advisory

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

Historical chart of IAM Advisory 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 IAM Advisory 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 IAM Advisory

Quarter filed Position value Share count Share price at filing
2023-06-30 $23M 315k 72.62
2023-03-31 $23M 310k 73.16
2022-12-31 $23M 310k 75.54
2022-09-30 $21M 314k 66.43
2022-06-30 $22M 304k 71.63
2022-03-31 $22M 273k 78.89

More positions owned by IAM Advisory

Proshares Tr S&p 500 Dv Arist (NOBL)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
American Centy Etf Tr Us Quality Grow (QGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pacer Fds Tr Developed Mrkt (ICOW)
Pacer Fds Tr Globl Cash Etf (GCOW)
Vaneck Etf Trust Semiconductr Etf (SMH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Eli Lilly & Co. (LLY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)

View all positions for IAM Advisory

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