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Schwab Strategic Tr us dividend eq shares owned by O'Connor Financial Group

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

Historical chart of O'Connor Financial Group 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 O'Connor Financial Group 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 O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2M 85k 84.53
2024-06-30 $5.7M 73k 77.76
2024-03-31 $5.5M 68k 80.63
2023-12-31 $4.9M 64k 76.13
2023-09-30 $4.1M 58k 70.76
2023-06-30 $3.6M 50k 72.62
2023-03-31 $3.2M 44k 73.16

More positions owned by O'Connor Financial Group

First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)
Pimco Enhanced Low Duration Active Etf Etf (LDUR)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Small-cap Etf Etf (VB)
Timothy Plan International Etf Etf (TPIF)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Vanguard Mid-cap Etf Etf (VO)
Invesco Qqq Trust Series I Etf (QQQ)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Dimensional Emerging Markets Etf Etf (DFEM)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)

View all positions for O'Connor Financial Group

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Management
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Sontag Advisory
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq