Ogorek Anthony Joseph »

Schwab Strategic Tr us dividend eq shares owned by Ogorek Anthony Joseph

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

Historical chart of Ogorek Anthony Joseph 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 Ogorek Anthony Joseph 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 Ogorek Anthony Joseph

Quarter filed Position value Share count Share price at filing
2024-09-30 $90k 1.1k 84.43
2023-09-30 $0 0 0.00
2022-03-31 $0 0 0.00
2021-12-31 $0 0 0.00

More positions owned by Ogorek Anthony Joseph

Djul Ft Cboe Vest Us Eqy Deep Buffer Etf (DJUL)
Dmay Ft Cboe Vest Us Eq Deep Bfr Etf (DMAY)
Ief iShares 7-10 Year Treasury Bond ETF (IEF)
Vti Vanguard Total Stock Market (ETF) (VTI)
SCHB Schwab U.S. Broad Market (SCHB)
Voo Vanguard 500 ETF (VOO)
Moat VanEck Morningstar Wide Moat ETF (MOAT)
Pave Global X US Infrastructure Dev ETF (PAVE)
Lly Eli Lilly & Co (LLY)
Vug Vanguard Growth ETF (VUG)
Fnov Ft Cboe Vest Us Equity Buff Etf (FNOV)
Dnov Ft Cboe Vest Us Equity Deep Buff Etf (DNOV)
Vig Vanguard Dividend Appreciation (ETF) (VIG)
VSGX Vanguard ESG International Stock ETF (VSGX)
MLN VanEck Long Muni ETF (MLN)

View all positions for Ogorek Anthony Joseph

Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq