Keeler THomas Management »

Schwab Strategic Tr us dividend eq shares owned by Keeler THomas Management

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

Historical chart of Keeler THomas 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 Keeler THomas Management 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 Keeler THomas Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 17k 76.13
2023-09-30 $1.8M 25k 70.95
2023-06-30 $1.7M 25k 70.58
2023-03-31 $1.6M 21k 73.16

More positions owned by Keeler THomas Management

Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Ibonds 27 Etf (IBDS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Ishares Tr Ibds Dec28 Etf (IBDT)
Apple (AAPL)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Ibonds Dec 2030 (IBDV)
Union Pacific Corporation (UNP)
East West Ban (EWBC)

View all positions for Keeler THomas Management

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