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Schwab Strategic Tr us dividend eq shares owned by Insight Wealth Strategies

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

Historical chart of Insight Wealth Strategies 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 Insight Wealth Strategies 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 Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $200k 2.4k 84.53
2023-03-31 $386k 5.3k 73.17
2022-12-31 $397k 5.3k 75.54
2022-09-30 $460k 6.4k 71.71
2022-06-30 $460k 6.4k 71.71
2022-03-31 $249k 3.2k 78.72

More positions owned by Insight Wealth Strategies

Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Chevron Corporation (CVX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Pfd And Incm Sec (PFF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Insight Wealth Strategies

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