Idaho Trust Bank »

Schwab Strategic Tr us dividend eq shares owned by Idaho Trust Bank

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

Historical chart of Idaho Trust Bank 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 Idaho Trust Bank consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Idaho Trust Bank

Quarter filed Position value Share count Share price at filing
2023-12-31 $207k 2.7k 76.13

More positions owned by Idaho Trust Bank

Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Cap Val Etf (MGV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Index Shs Fds Msci Wrld Strgic (QWLD)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Idaho Trust Bank

Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq