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Schwab Strategic Tr us dividend eq shares owned by Invst

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

Historical chart of Invst 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 Invst 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 Invst

Quarter filed Position value Share count Share price at filing
2024-12-31 $758k 28k 27.32
2024-09-30 $786k 9.3k 84.53
2024-06-30 $747k 9.7k 77.41
2024-03-31 $887k 11k 80.14
2023-12-31 $790k 10k 76.75
2023-09-30 $278k 3.9k 70.77
2023-06-30 $256k 3.5k 72.63

More positions owned by Invst

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Invst

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Ameriprise Financial
UBS Group
Sontag Advisory
Commonwealth Equity Services
Wells Fargo & Company
Orgel Wealth Management
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq