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Schwab Strategic Tr us dividend eq shares owned by Mission Hills Financial Advisory

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

Historical chart of Mission Hills Financial Advisory 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 Mission Hills Financial Advisory 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 Mission Hills Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 175k 28.91

More positions owned by Mission Hills Financial Advisory

Vaneck Etf Trust Bdc Income Etf (BIZD)
PIMCO Corporate Income Fund (PCN)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Cohen & Steers Quality Income Realty (RQI)
Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD)
Global X Fds Nasdaq 100 Cover (QYLD)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Pimco Dynamic Income SHS (PDI)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Spdr Ser Tr S&p Biotech (XBI)

View all positions for Mission Hills Financial Advisory

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