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Schwab Strategic Tr us dividend eq shares owned by Sachetta

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

Historical chart of Sachetta 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 Sachetta 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 Sachetta

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 40k 84.53
2024-06-30 $3.2M 38k 82.80
2024-03-31 $2.1M 28k 76.13
2023-12-31 $2.1M 28k 76.13

More positions owned by Sachetta

Ishares Tr Rus 1000 Etf (IWB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Ishares Tr Rus Mid Cap Etf (IWR)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Mbs Etf (MBB)

View all positions for Sachetta

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