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Schwab Strategic Tr us dividend eq shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook Wealth Advisors 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 Outlook Wealth Advisors 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 Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $222k 2.6k 84.53
2024-06-30 $247k 3.2k 77.76
2024-03-31 $242k 3.0k 80.63
2023-12-31 $228k 3.0k 76.13
2023-09-30 $212k 3.0k 70.76
2023-06-30 $218k 3.0k 72.62

More positions owned by Outlook Wealth Advisors

Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr High Yld Systm B (HYDB)
Aim Etf Products Trust Allianzim Us Lrg (AUGW)
Spdr Ser Tr Bloomberg Invt (FLRN)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Stewart Information Services Corporation (STC)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Outlook Wealth Advisors

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