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Schwab Strategic Tr us dividend eq shares owned by Iron Financial

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

Historical chart of Iron Financial 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 Iron Financial 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 Iron Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 22k 80.63
2023-12-31 $1.7M 22k 76.13
2023-09-30 $1.5M 21k 70.76
2023-06-30 $1.5M 21k 72.62
2023-03-31 $1.5M 21k 73.16
2022-12-31 $1.6M 22k 75.54

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View all positions for Iron Financial

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
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Wealthfront Advisers
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
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View all funds holding Schwab Strategic Tr us dividend eq