Patrick M Sweeney & Associates »

Schwab Strategic Tr us dividend eq shares owned by Patrick M Sweeney & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Patrick M Sweeney & Associates from 13F filings

Historical chart of Patrick M Sweeney & Associates investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by Patrick M Sweeney & Associates 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 Patrick M Sweeney & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $244k 3.0k 80.63
2023-12-31 $224k 2.9k 76.13

More positions owned by Patrick M Sweeney & Associates

Abbott Laboratories (ABT)
Apple (AAPL)
Merck & Co (MRK)
CVS Caremark Corporation (CVS)
Bank of America Corporation (BAC)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Alphabet Cap Stk Cl C (GOOG)
Waste Management (WM)
Amazon (AMZN)
Visa (V)
Costco Wholesale Corporation (COST)
Blackstone Group Inc Com Cl A (BX)

View all positions for Patrick M Sweeney & Associates

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq