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Schwab Strategic Tr us dividend eq shares owned by PFG Investments

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

Historical chart of PFG Investments 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 Investments 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 PFG Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.4M 55k 80.63
2023-12-31 $624k 8.2k 76.13
2023-09-30 $630k 8.9k 70.76
2023-06-30 $622k 8.6k 72.62
2023-03-31 $568k 7.8k 73.16

More positions owned by PFG Investments

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Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Vanguard Bd Index Fds Intermed Term (BIV)
Pimco Dynamic Income SHS (PDI)
Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for PFG Investments

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq