Morton Capital Management »

Schwab Strategic Tr us dividend eq shares owned by Morton Capital Management

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

Historical chart of Morton Capital 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 Morton Capital 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 Morton Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $211k 2.6k 80.62

More positions owned by Morton Capital Management

Vaneck Merk Gold Tr Gold Trust (OUNZ)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Trust For Professional Man Crossingbrdg Pre (SPC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Gold Tr Ishares New (IAU)
Vaneck Etf Trust Natural Resourc (HAP)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)

View all positions for Morton Capital 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
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq