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Outlook Wealth Advisors »

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
2024-03-31	$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

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Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

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Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Outlook Wealth Advisors

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View all funds holding Schwab Strategic Tr us dividend eq

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