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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
2024-03-31 $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)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Costco Wholesale Corporation (COST)
Caterpillar (CAT)
Wisdomtree Tr Us Smallcap Divd (DES)
Abbvie (ABBV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Management Corporation Cl A Com Stk (ARES)
Amazon (AMZN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for JPL Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
LPL Financial
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Envestnet Asset Management
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq