Plan Group Financial »

Schwab Strategic Tr us dividend eq shares owned by Plan Group Financial

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

Historical chart of Plan Group Financial 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 Plan Group Financial 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 Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $610k 7.2k 84.53
2024-06-30 $451k 5.8k 77.75
2024-03-31 $1.4M 18k 80.63
2023-12-31 $809k 11k 76.13

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Dimensional Etf Trust Inflation Prote (DFIP)

View all positions for Plan Group Financial

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