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Schwab Strategic Tr us dividend eq shares owned by Samalin Investment Counsel

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

Historical chart of Samalin Investment Counsel 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 Samalin Investment Counsel 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 Samalin Investment Counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $254k 3.1k 80.62
2023-09-30 $232k 3.3k 70.76
2023-06-30 $201k 2.8k 72.61
2022-03-31 $15k 190 78.89

More positions owned by Samalin Investment Counsel

Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Ishares Tr Tips Bd Etf (TIP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Eafe Min Vl (EFAV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Enterprise Products Partners (EPD)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Samalin Investment Counsel

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Management
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Sontag Advisory
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq