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Schwab Strategic Tr us dividend eq shares owned by ORG Partners

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

Historical chart of ORG Partners 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 ORG Partners 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 ORG Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.3M 96k 76.13
2023-09-30 $5.9M 83k 70.76
2023-06-30 $6.7M 92k 73.05
2023-03-31 $6.6M 89k 73.56

More positions owned by ORG Partners

Vox Royalty Corp Registered Shs Isin#ca92919f1036 Common Stock (VOXR)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)
1/100 Berkshire Htwy Common Stock
Aptus Collared Inv Uit Exchange Traded (ACIO)
Berkshire Hathaway Common Stock (BRK.B)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishares Core S&p 500 Uit Exchange Traded (IVV)
Apple Common Stock (AAPL)
Aptus Enhncd Yld Uit Exchange Traded (JUCY)
Aptus Drawdown Managed Uit Exchange Traded (ADME)
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)
Calamos Market Neutral I Equity Funds (CMNIX)
Ishares Core S&p Total Uit Exchange Traded (ITOT)

View all positions for ORG Partners

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
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq