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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

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Moran Wealth Management

Quarter filed Position value Share count Share price at filing
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

Cadence Design Systems (CDNS)
Parker-Hannifin Corporation (PH)
Novo-nordisk A S Adr (NVO)
Trane Technologies SHS (TT)
Merck & Co (MRK)
Microsoft Corporation (MSFT)
Williams-Sonoma (WSM)
EOG Resources (EOG)
Celanese Corporation (CE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Lockheed Martin Corporation (LMT)
Linde SHS (LIN)
JPMorgan Chase & Co. (JPM)
Bhp Group Sponsored Ads (BHP)
Exxon Mobil Corporation (XOM)

View all positions for Moran Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq