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Schwab Strategic Tr us dividend eq shares owned by Keel Point

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

Historical chart of Keel Point 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 Keel Point 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 Keel Point

Quarter filed Position value Share count Share price at filing
2024-06-30 $204k 2.5k 80.64

More positions owned by Keel Point

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Netflix (NFLX)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Keel Point

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
LPL Financial
Orgel Wealth Management
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Ameriprise Financial
Keystone Financial Planning
UBS Group
Sontag Advisory
HHM Wealth Advisors
Wealthfront Advisers
Commonwealth Equity Services

View all funds holding Schwab Strategic Tr us dividend eq