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Schwab Strategic Tr us dividend eq shares owned by San Luis Wealth Advisors

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

Historical chart of San Luis Wealth Advisors 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 San Luis Wealth Advisors 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 San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 13k 84.50
2024-06-30 $975k 13k 77.79

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Ishares Tr 10+ Yr Invst Grd (IGLB)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
Vanguard Wellington Short Trm Tax Ex (VTES)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for San Luis Wealth Advisors

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