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Schwab Strategic Tr us dividend eq shares owned by Kabarec Financial Advisors

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

Historical chart of Kabarec Financial Advisors 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 Kabarec Financial Advisors 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 Kabarec Financial Advisors

Quarter filed Position value Share count Share price at filing
2018-06-30 $9.6M 194k 49.29
2018-03-31 $11M 216k 49.03
2017-12-31 $10M 200k 51.17

More positions owned by Kabarec Financial Advisors

iShares Russell 2000 Growth Index (IWO)
iShares S&P NA Tech. Sec. Idx (IGM)
Schwab Strategic Tr us dividend eq (SCHD)
Consumer Discretionary SPDR (XLY)
Health Care SPDR (XLV)
iShares Dow Jones US Aerospace & Def.ETF (ITA)
First Tr Exchange Traded Fd dj glbl divid (FGD)
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Apple (AAPL)
Consumer Staples Select Sect. SPDR (XLP)
Schwab Emerging Markets Equity ETF (SCHE)
SPDR S&P Dividend (SDY)
D First Tr Exchange-traded (FPE)
Invesco Bulletshs 2020 Hi Yld Corp Bd Etf
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy

View all positions for Kabarec Financial Advisors

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
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq