Owen LaRue »

Schwab Strategic Tr us dividend eq shares owned by Owen LaRue

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

Historical chart of Owen LaRue 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 Owen LaRue 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 Owen LaRue

Quarter filed Position value Share count Share price at filing
2024-06-30 $410k 5.3k 77.76
2024-03-31 $447k 5.5k 80.63
2023-12-31 $511k 6.7k 76.13
2023-09-30 $791k 11k 70.76
2023-06-30 $834k 11k 73.05
2023-03-31 $1.0M 14k 76.19
2022-12-31 $1.0M 14k 76.19

More positions owned by Owen LaRue

Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard World Extended Dur (EDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
First Tr Exchange-traded Merger Arbitra (MARB)
Eli Lilly & Co. (LLY)
First Tr Exchange-traded Intermediate Dur (FIIG)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Owen LaRue

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