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Schwab Strategic Tr us dividend eq shares owned by Private Client Services

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

Historical chart of Private Client Services 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 Client Services 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 Client Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $487k 5.8k 84.53
2024-06-30 $428k 5.5k 77.76
2024-03-31 $443k 5.5k 80.63
2023-12-31 $433k 5.7k 76.13

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds 2026 Term (IBHF)

View all positions for Private Client Services

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