Moran Wealth Management »

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

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

Historical chart of Moran Wealth Management 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 Moran Wealth Management 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 Moran Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 35k 84.53
2024-06-30 $2.8M 37k 77.76
2024-03-31 $3.1M 38k 80.63
2023-12-31 $4.4M 58k 76.13
2023-09-30 $4.6M 65k 70.76
2023-06-30 $4.6M 64k 72.62

More positions owned by Moran Wealth Management

Trane Technologies SHS (TT)
Lockheed Martin Corporation (LMT)
Parker-Hannifin Corporation (PH)
Novo-nordisk A S Adr (NVO)
JPMorgan Chase & Co. (JPM)
Williams-Sonoma (WSM)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Cadence Design Systems (CDNS)
Garmin SHS (GRMN)
Ameriprise Financial (AMP)
Pulte (PHM)
EOG Resources (EOG)
Linde SHS (LIN)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Moran Wealth Management

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