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Schwab Strategic Tr us dividend eq shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial 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 LifePlan Financial 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 LifePlan Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $760k 9.0k 84.53
2024-06-30 $693k 8.9k 77.76
2024-03-31 $687k 8.5k 80.63
2023-12-31 $651k 8.6k 76.13

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Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
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