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Schwab Strategic Tr us dividend eq shares owned by OMNI 360 Wealth

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by OMNI 360 Wealth from 13F filings

Historical chart of OMNI 360 Wealth 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 OMNI 360 Wealth 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 OMNI 360 Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 22k 84.53
2024-06-30 $1.8M 23k 77.76
2024-03-31 $2.1M 26k 80.63
2023-12-31 $1.9M 24k 76.13

More positions owned by OMNI 360 Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Core Msci Emkt (IEMG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for OMNI 360 Wealth

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