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Schwab Strategic Tr us dividend eq shares owned by Joseph Group Capital Management

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

Historical chart of Joseph Group Capital Management 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 Joseph Group Capital Management 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 Joseph Group Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.7M 99k 77.76
2024-03-31 $23k 279 80.63

More positions owned by Joseph Group Capital Management

Schwab Strategic Tr Us Tips Etf (SCHP)
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Wisdomtree Tr Glb High Div Fd (DEW)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)
Ishares Tr National Mun Etf (MUB)
Lam Research Corporation (LRCX)
Microsoft Corporation (MSFT)
At&t (T)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Joseph Group Capital Management

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Management
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Sontag Advisory
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq