Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Morton Community Bank »

Schwab Strategic Tr us dividend eq shares owned by Morton Community Bank

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

Historical chart of Morton Community Bank 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 Community Bank consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Morton Community Bank

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$16M	191k	84.53
2024-06-30	$15M	190k	77.76
2024-03-31	$15M	184k	80.63

More positions owned by Morton Community Bank

Ishares Tr Exchange Traded Fund (DGRO)

Schwab Strategic Tr Exchange Traded Fund (SCHD)

Broadcom Common Stock (AVGO)

Select Sector Spdr Tr Exchange Traded Fund (XLU)

Microsoft Corp Common Stock (MSFT)

Eaton Corp Common Stock (ETN)

Oracle Corp Common Stock (ORCL)

Invesco Exch Trd Slf Idx Fd Tr Fixed Income ETF (BSCO)

Jpmorgan Chase & Co. Common Stock (JPM)

Abbvie Common Stock (ABBV)

Invesco Exch Trd Slf Idx Fd Tr Fixed Income ETF (BSCP)

Apollo Global Mgmt Common Stock (APO)

Regions Financial Corp Common Stock (RF)

American Express Common Stock (AXP)

Reinsurance Grp Of America Common Stock (RGA)

View all positions for Morton Community Bank

Top funds holding Schwab Strategic Tr us dividend eq

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

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z