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Schwab Strategic Tr us dividend eq shares owned by Rocky Mountain Advisers

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

Historical chart of Rocky Mountain Advisers 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 Rocky Mountain Advisers 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 Rocky Mountain Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $28M 328k 84.53
2024-06-30 $26M 328k 77.76
2024-03-31 $27M 329k 80.63
2023-12-31 $21M 277k 76.13
2023-09-30 $14M 193k 70.76
2023-06-30 $3.4M 47k 73.16
2023-03-31 $3.4M 47k 73.16
2022-12-31 $3.7M 49k 75.54
2022-09-30 $3.3M 49k 66.43
2022-06-30 $3.2M 45k 71.62
2022-03-31 $3.4M 43k 78.89
2021-12-31 $3.5M 43k 80.84
2021-09-30 $3.1M 42k 74.24
2021-06-30 $3.4M 44k 75.63
2021-03-31 $2.9M 40k 72.93
2020-12-31 $2.4M 38k 64.14
2020-09-30 $2.1M 38k 55.29
2020-06-30 $1.8M 36k 51.76
2020-03-31 $1.5M 33k 44.98
2019-12-31 $1.9M 33k 57.91
2019-09-30 $1.7M 31k 54.76
2019-06-30 $1.6M 30k 53.06
2019-03-31 $1.4M 28k 52.28
2018-12-31 $1.3M 27k 46.97
2018-09-30 $1.4M 26k 53.00
2018-06-30 $1.1M 23k 49.27
2018-03-31 $1.0M 21k 49.03
2017-12-31 $1.1M 21k 51.15
2017-09-30 $785k 17k 46.83
2017-06-30 $726k 16k 45.08
2017-03-31 $766k 17k 44.59
2016-12-31 $483k 11k 43.56
2016-09-30 $378k 8.9k 42.27
2016-06-30 $371k 8.9k 41.48
2016-03-31 $224k 5.6k 40.07
2015-12-31 $202k 5.2k 38.55
2015-09-30 $128k 3.6k 35.96
2015-06-30 $39k 1.0k 38.61
2015-03-31 $13k 330 39.39

More positions owned by Rocky Mountain Advisers

Elevation Series Trust Srh Us Quality (SRHQ)
Elevation Series Trust Srh Reit Covered (SRHR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
JPMorgan Chase & Co. (JPM)
Cohen & Steers infrastucture Fund (UTF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Siriusxm Holdings Common Stock
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Boulder Growth & Income Fund (STEW)
Evercore Class A (EVR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Group Div App Etf (VIG)
Microsoft Corporation (MSFT)

View all positions for Rocky Mountain Advisers

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