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Schwab Strategic Tr us dividend eq shares owned by Nadler Financial

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

Historical chart of Nadler Financial investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by Nadler Financial 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 Nadler Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $30M 357k 84.53
2024-06-30 $28M 361k 77.76
2024-03-31 $29M 357k 80.63
2023-12-31 $28M 363k 76.13
2023-09-30 $27M 374k 70.76
2023-06-30 $28M 385k 72.62
2023-03-31 $27M 370k 73.16
2022-12-31 $26M 337k 75.54
2022-09-30 $14M 208k 66.43
2022-06-30 $12M 163k 71.63
2022-03-31 $11M 144k 78.89
2021-12-31 $11M 133k 80.83
2021-09-30 $8.0M 107k 74.24
2021-06-30 $6.2M 82k 75.61
2021-03-31 $4.4M 60k 72.91
2020-12-31 $1.1M 17k 64.13
2020-09-30 $424k 7.7k 55.25
2020-06-30 $442k 8.5k 51.79
2020-03-31 $340k 7.6k 44.96
2019-12-31 $428k 7.4k 57.87
2019-09-30 $380k 6.9k 54.82
2019-06-30 $368k 6.9k 53.09
2019-03-31 $362k 6.9k 52.22
2018-12-31 $326k 6.9k 47.03
2018-09-30 $367k 6.9k 52.94
2018-06-30 $342k 6.9k 49.34
2018-03-31 $339k 6.9k 48.97
2017-12-31 $354k 6.9k 51.14
2017-09-30 $324k 6.9k 46.81
2017-06-30 $312k 6.9k 45.07
2017-03-31 $309k 6.9k 44.64
2016-12-31 $302k 6.9k 43.63
2016-09-30 $293k 6.9k 42.33
2016-06-30 $287k 6.9k 41.46
2016-03-31 $278k 6.9k 40.16
2015-12-31 $267k 6.9k 38.57
2015-09-30 $249k 6.9k 35.97
2015-06-30 $265k 6.9k 38.28
2015-03-31 $265k 6.7k 39.42
2014-12-31 $268k 6.7k 39.87

More positions owned by Nadler Financial

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Tr Core S&p Us Vlu (IUSV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Nadler Financial

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