Meadow Creek Wealth Advisors »

Schwab Strategic Tr us dividend eq shares owned by Meadow Creek Wealth Advisors

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

Historical chart of Meadow Creek Wealth 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 Meadow Creek Wealth Advisors 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 Meadow Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $282k 3.3k 84.53
2024-06-30 $259k 3.3k 77.76
2022-09-30 $333k 5.0k 66.45
2022-06-30 $527k 7.4k 71.59
2022-03-31 $645k 8.2k 78.87
2021-12-31 $1.3M 16k 80.82

More positions owned by Meadow Creek Wealth Advisors

Ishares Tr Core S&p500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IVV)
Coca Cola Company Common Stock (KO)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Apple Incorporated Common Stock (AAPL)
Jpmorgan Equity Premium Income Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (JEPI)
Broadcom Incorporated Common Stock (AVGO)
Jpmorgan Chase & Company. Common Stock (JPM)
Home Depot Incorporated Common Stock (HD)
Invesco S&p 500 Equal Weight Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (RSP)
Amazon Com Incorporated Common Stock (AMZN)
Walmart Incorporated Common Stock (WMT)
Avantis U.s. Small Cap Value Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVUV)
Bank America Corporation Common Stock (BAC)
Eli Lilly & Company Common Stock (LLY)

View all positions for Meadow Creek Wealth Advisors

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