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Schwab Strategic Tr us dividend eq shares owned by Red Tortoise

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

Historical chart of Red Tortoise 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 Red Tortoise 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 Red Tortoise

Quarter filed Position value Share count Share price at filing
2024-09-30 $91k 1.1k 84.55
2024-06-30 $83k 1.1k 77.75
2024-03-31 $116k 1.4k 80.66
2023-12-31 $110k 1.4k 76.11
2023-09-30 $101k 1.4k 70.76
2023-06-30 $103k 1.4k 72.59
2023-03-31 $98k 1.3k 73.18
2022-12-31 $101k 1.3k 75.54
2021-09-30 $89k 1.3k 66.57

More positions owned by Red Tortoise

Schwab International Equity Etf Etf (SCHF)
Schwab Fundamental International Equity Etf Etf (FNDF)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Long-term Treasury Etf Etf (VGLT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Value Etf Etf (VTV)
Ishares Russell 1000 Value Etf Etf (IWD)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core Dividend Growth Etf Etf (DGRO)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Schwab Us Tips Etf Etf (SCHP)

View all positions for Red Tortoise

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