Journey Strategic Wealth »

Schwab Strategic Tr us dividend eq shares owned by Journey Strategic Wealth

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

Historical chart of Journey Strategic Wealth 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 Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 33k 84.53
2022-03-31 $292k 3.7k 78.92
2021-12-31 $299k 3.7k 80.81

More positions owned by Journey Strategic Wealth

Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Pepsi (PEP)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Wisdomtree Tr Intl Qulty Div (IQDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Actively Managed Exc Total Return (GTO)

View all positions for Journey Strategic Wealth

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