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Schwab Strategic Tr us dividend eq shares owned by Nachman Norwood & Parrott

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Nachman Norwood & Parrott from 13F filings

Historical chart of Nachman Norwood & Parrott 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 Nachman Norwood & Parrott 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 Nachman Norwood & Parrott

Quarter filed Position value Share count Share price at filing
2021-06-30 $1.4M 19k 75.59
2021-03-31 $951k 13k 72.93
2020-12-31 $798k 12k 64.12
2020-09-30 $590k 11k 55.34
2020-06-30 $484k 9.3k 51.80
2020-03-31 $446k 9.9k 44.95

More positions owned by Nachman Norwood & Parrott

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Coca-Cola Company (KO)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Pepsi (PEP)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Truist Financial Corp equities (TFC)
Ishares Esg Awr Msci Em (ESGE)

View all positions for Nachman Norwood & Parrott

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