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

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

Historical chart of Kingsview Wealth Management investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by Kingsview 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 Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.8M 104k 84.53
2024-06-30 $6.8M 87k 77.76
2024-03-31 $5.7M 71k 80.63
2023-12-31 $5.3M 70k 76.13
2023-09-30 $3.6M 50k 70.76
2023-06-30 $2.4M 34k 72.62
2023-03-31 $2.0M 27k 73.16
2022-12-31 $1.3M 18k 75.54
2022-09-30 $710k 11k 66.39
2022-06-30 $770k 11k 71.66
2022-03-31 $977k 12k 78.89
2021-12-31 $857k 11k 80.86
2021-09-30 $692k 9.3k 74.26
2021-06-30 $474k 6.2k 76.05
2021-03-31 $546k 7.4k 73.39
2020-12-31 $493k 7.7k 64.14
2020-09-30 $610k 11k 55.32
2020-06-30 $356k 6.9k 51.73
2020-03-31 $326k 7.2k 45.02
2019-12-31 $1.1M 22k 51.19
2019-09-30 $443k 8.1k 54.79
2019-06-30 $435k 8.2k 53.07
2019-03-31 $1.2M 23k 52.26
2018-12-31 $1.2M 26k 46.99
2018-09-30 $1.4M 27k 53.01
2018-06-30 $1.3M 26k 49.28
2018-03-31 $1.1M 23k 49.04
2017-12-31 $1.1M 22k 51.19
2017-09-30 $932k 20k 46.82
2017-06-30 $976k 22k 45.08
2017-03-31 $1.0M 23k 44.59

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Amazon (AMZN)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Oracle Corporation (ORCL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Innovator Etfs Trust Defined Wlt Shld (BALT)

View all positions for Kingsview Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

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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