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Schwab Strategic Tr us dividend eq shares owned by Northcape Wealth Management

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

Historical chart of Northcape Wealth 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 Northcape Wealth Management 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 Northcape Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $304k 3.6k 84.53
2024-06-30 $280k 3.6k 77.76
2024-03-31 $290k 3.6k 80.63
2023-12-31 $274k 3.6k 76.13

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Spdr Gold Tr Gold Shs (GLD)
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Ishares Tr Core Msci Eafe (IEFA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Kinder Morgan (KMI)
Vanguard Index Fds Mid Cap Etf (VO)
Costco Wholesale Corporation (COST)
Wal-Mart Stores (WMT)
Pepsi (PEP)
Eli Lilly & Co. (LLY)
Eaton Corp SHS (ETN)
General Dynamics Corporation (GD)

View all positions for Northcape Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
LPL Financial
Orgel Wealth Management
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Ameriprise Financial
Keystone Financial Planning
UBS Group
Sontag Advisory
HHM Wealth Advisors
Wealthfront Advisers
Commonwealth Equity Services

View all funds holding Schwab Strategic Tr us dividend eq