Narwhal Capital Management »

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

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

Historical chart of Narwhal 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 Narwhal 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 Narwhal Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 16k 80.63
2023-12-31 $1.1M 14k 76.13
2023-09-30 $950k 13k 70.76
2023-06-30 $1.0M 14k 72.62

More positions owned by Narwhal Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Vulcan Materials Company (VMC)
Ishares Gold Tr Ishares New (IAU)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Home Depot (HD)
Meta Platforms Cl A (META)
Johnson & Johnson (JNJ)
Ishares Tr S&p 500 Val Etf (IVE)
BlackRock (BLK)

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

View all funds holding Schwab Strategic Tr us dividend eq