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Schwab Strategic Tr us dividend eq shares owned by Parsons Capital Management

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

Historical chart of Parsons Capital Management 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 Parsons Capital Management 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 Parsons Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $459k 15k 30.68
2015-03-31 $37k 950 38.95

More positions owned by Parsons Capital Management

Apple (AAPL)
Microsoft Corporation (MSFT)
3M Company (MMM)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Nextera Energy (NEE)
Eli Lilly & Co. (LLY)
Caterpillar (CAT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Parsons Capital Management

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
LPL Financial
Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Cassaday & Co Wealth Management
Commonwealth Equity Services
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq