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Schwab Strategic Tr us dividend eq shares owned by JPL Wealth Management

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

Historical chart of JPL Wealth 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 JPL Wealth 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 JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 21k 77.76
2024-03-31 $1.3M 17k 80.63
2023-12-31 $1.2M 16k 76.13

More positions owned by JPL Wealth Management

Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Mcp Etf (IJH)
Chevron Corporation (CVX)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Thomson Reuters Corp. (TRI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Caterpillar (CAT)

View all positions for JPL Wealth Management

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