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Schwab Strategic Tr us dividend eq shares owned by Northwest Quadrant Wealth Management

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

Historical chart of Northwest Quadrant 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 Northwest Quadrant 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 Northwest Quadrant Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $29M 354k 80.63
2023-12-31 $26M 335k 76.13
2023-09-30 $22M 313k 70.76

More positions owned by Northwest Quadrant Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Short Treas Bd (SHV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Caterpillar (CAT)
Amazon (AMZN)

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

View all funds holding Schwab Strategic Tr us dividend eq