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Schwab Strategic Tr us dividend eq shares owned by Muirfield Wealth Advisors

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

Historical chart of Muirfield Wealth Advisors 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 Muirfield Wealth Advisors 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 Muirfield Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 27k 84.53
2024-06-30 $2.1M 27k 77.76
2024-03-31 $2.1M 27k 80.63
2023-12-31 $2.0M 27k 76.13

More positions owned by Muirfield Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)

View all positions for Muirfield Wealth Advisors

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