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Schwab Strategic Tr us dividend eq shares owned by IFS Advisors

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

Historical chart of IFS 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 IFS 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 IFS Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $32k 379 84.53
2024-06-30 $27k 350 77.76
2024-03-31 $28k 347 80.63
2023-12-31 $27k 357 76.13
2023-09-30 $24k 341 70.76
2023-06-30 $0 0 0.00
2022-06-30 $118k 1.7k 71.17
2022-03-31 $14M 180k 78.89
2021-12-31 $2.0k 25 80.00
2020-12-31 $1.0k 25 40.00

More positions owned by IFS Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Information Technology Etf Etf (VGT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard Mid-cap Etf Etf (VO)
Ishares Russell 1000 Etf Etf (IWB)
Apple Stock (AAPL)
Wisdomtree U.s. Largecap Fund Etf (EPS)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Russell 1000 Growth Etf Etf (IWF)
Automatic Data Processing Stock (ADP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)

View all positions for IFS Advisors

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