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Schwab Strategic Tr us dividend eq shares owned by Pillar Wealth Advisors

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

Historical chart of Pillar Wealth 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 Pillar Wealth Advisors 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 Pillar Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 33k 76.13
2023-09-30 $1.7M 24k 70.76
2023-06-30 $1.4M 19k 72.62
2023-03-31 $581k 7.9k 73.16

More positions owned by Pillar Wealth Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV)
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Pillar Wealth Advisors

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