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Schwab Strategic Tr us dividend eq shares owned by NewFocus Financial

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

Historical chart of NewFocus Financial 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 NewFocus 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 NewFocus Financial

Quarter filed Position value Share count Share price at filing
2020-12-31 $7.0M 109k 64.14
2020-09-30 $5.1M 93k 55.30
2020-06-30 $4.0M 77k 51.75
2020-03-31 $6.0M 134k 44.98
2019-12-31 $216k 3.7k 57.88

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View all positions for NewFocus Financial

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