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Schwab Strategic Tr us dividend eq shares owned by Rezny Wealth Management

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

Historical chart of Rezny Wealth Management 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 Rezny Wealth Management 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 Rezny Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 267k 80.63
2023-12-31 $21M 276k 76.13
2023-09-30 $64M 900k 70.76
2023-06-30 $70M 958k 72.62
2023-03-31 $65M 884k 73.16
2022-12-31 $682k 9.0k 75.54

More positions owned by Rezny Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Dividend Eq (Principal) (SCHD)
Vaneck Etf Trust Semiconductr Etf (Principal) (SMH)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Select Sector Spdr Tr Energy (Principal) (XLE)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Oaktree Specialty Lending Corp (Principal) (OCSL)
L3harris Technologies (LHX)
Meta Platforms Cl A (META)
American Electric Power Company (AEP)
Microsoft Corporation (MSFT)

View all positions for Rezny Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq