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Schwab Strategic Tr us dividend eq shares owned by MCF Advisors

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

Historical chart of MCF 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 MCF 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 MCF Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $911k 33k 27.30
2025-06-30 $376k 14k 26.50
2025-03-31 $89k 3.2k 27.96
2024-12-31 $91k 3.3k 27.32
2024-09-30 $64k 752 84.53
2024-06-30 $74k 945 78.42
2024-03-31 $63k 780 80.63
2023-12-31 $97k 1.3k 76.14
2023-09-30 $85k 1.2k 70.76
2023-06-30 $24k 336 72.65
2023-03-31 $25k 336 73.12
2022-12-31 $25k 336 75.43
2022-09-30 $3.0k 39 76.92
2022-06-30 $3.0k 39 76.92
2022-03-31 $10k 122 81.97
2021-09-30 $6.0k 83 72.29
2021-06-30 $6.0k 83 72.29
2021-03-31 $6.0k 83 72.29
2020-12-31 $5.0k 83 60.24
2020-09-30 $5.0k 83 60.24
2020-06-30 $4.0k 83 48.19
2020-03-31 $79k 1.8k 45.14
2019-12-31 $1.1M 19k 57.93
2019-09-30 $1.2M 22k 54.77
2019-06-30 $1.1M 22k 53.05
2019-03-31 $283k 5.4k 52.27
2018-12-31 $258k 5.5k 47.06
2018-09-30 $12k 220 54.55
2018-06-30 $11k 231 47.62
2018-03-31 $96k 2.0k 49.18
2017-12-31 $100k 2.0k 51.12
2017-09-30 $91k 1.9k 46.83
2017-06-30 $90k 2.0k 45.23
2017-03-31 $87k 1.9k 44.80
2015-09-30 $4.0k 100 40.00
2015-06-30 $4.0k 100 40.00
2015-03-31 $4.0k 100 40.00
2014-12-31 $4.0k 100 40.00
2014-09-30 $4.0k 100 40.00
2014-06-30 $4.0k 100 40.00
2014-03-31 $4.0k 100 40.00
2013-12-31 $4.0k 100 40.00

More positions owned by MCF Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfolio Short (SPSB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for MCF Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq