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Schwab Strategic Tr us dividend eq shares owned by Prosperitas Financial

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

Historical chart of Prosperitas 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 Prosperitas Financial 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 Prosperitas Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.3M 79k 80.63
2023-12-31 $5.7M 74k 76.13
2023-09-30 $5.2M 74k 70.76

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View all positions for Prosperitas Financial

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
LPL Financial
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Envestnet Asset Management
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq