PFG Financial Advisors »

Schwab Strategic Tr us dividend eq shares owned by PFG Financial Advisors

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

Historical chart of PFG Financial 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 PFG Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by PFG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 13k 84.53
2024-06-30 $948k 12k 77.76
2024-03-31 $880k 11k 80.63
2023-12-31 $759k 10k 76.13
2023-09-30 $617k 8.7k 70.76
2023-06-30 $557k 7.7k 72.62
2023-03-31 $373k 5.1k 73.17
2022-12-31 $211k 2.8k 75.54

More positions owned by PFG Financial Advisors

Ishares S&p 500 Index Etf (IVV)
Ishares Core Msci Eafe Etf (IEFA)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Aggregate Bond Etf Etf (AGG)
Microsoft Corporation (MSFT)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Fidelity Total Bond Etf Etf (FBND)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Tr S&p 100 Index Fund Etf (OEF)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Amt-free Muni Bond Etf Etf (MUB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Fid Msci Info Technology Index Etf Etf (FTEC)

View all positions for PFG Financial 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