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Schwab Strategic Tr us dividend eq shares owned by Private Advisory

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

Historical chart of Private Advisory 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 Private Advisory 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 Private Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 23k 84.53
2024-06-30 $1.9M 24k 77.76
2024-03-31 $2.8M 35k 80.63
2023-09-30 $3.5M 49k 70.76
2023-06-30 $1.6M 23k 72.62
2023-03-31 $1.8M 25k 73.16
2022-12-31 $2.1M 28k 75.54
2022-09-30 $2.1M 31k 66.42

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View all positions for Private Advisory

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