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Schwab Strategic Tr us dividend eq shares owned by Insigneo Advisory Services

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

Historical chart of Insigneo Advisory Services 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 Insigneo Advisory Services 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 Insigneo Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 19k 76.13
2023-09-30 $1.4M 19k 70.76
2023-06-30 $1.4M 19k 72.62
2023-03-31 $1.2M 16k 73.16
2022-12-31 $860k 11k 75.53

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SPDR S&P 500 ETF Trust Ut Ser 1 (SPY)
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Amazon (AMZN)
Berkshire Hathaway Inc Del CL B (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl C (GOOG)
Ishares Msci Emg Mkt Etf (EEM)
Vanguard World Fds S&p 500 Etf Shs (VOO)
Ishares Russell 2000 Etf (IWM)

View all positions for Insigneo Advisory Services

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
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq