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Schwab Strategic Tr us dividend eq shares owned by PFG Private Wealth Management

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

Historical chart of PFG Private Wealth 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 PFG Private Wealth 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 PFG Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $29k 343 84.53
2024-06-30 $27k 343 77.76

More positions owned by PFG Private Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds 2026 Term (IBHF)
Ishares Tr Ibonds 24 Trm Hg (IBHD)
Ishares Tr Ibonds 25 Trm Hg (IBHE)

View all positions for PFG Private Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

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Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
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Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq