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Schwab Strategic Tr us dividend eq shares owned by Sandy Spring Bank

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

Historical chart of Sandy Spring Bank 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 Sandy Spring Bank 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 Sandy Spring Bank

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.9M 107k 27.32
2024-09-30 $2.9M 34k 84.53
2024-06-30 $2.7M 35k 77.76
2024-03-31 $2.3M 29k 80.63
2023-12-31 $1.7M 23k 76.13
2023-09-30 $1.5M 21k 70.76
2023-06-30 $846k 12k 72.62
2023-03-31 $385k 5.3k 73.15
2022-12-31 $402k 5.3k 75.54
2022-09-30 $328k 4.9k 66.53
2022-06-30 $357k 4.9k 72.58
2022-03-31 $386k 4.9k 78.28
2021-12-31 $149k 1.9k 79.65
2021-09-30 $149k 2.0k 75.83
2021-06-30 $133k 1.9k 71.43
2021-03-31 $134k 1.9k 72.07
2020-12-31 $113k 1.8k 64.58
2020-09-30 $98k 1.8k 54.45
2020-06-30 $94k 1.8k 52.63
2020-03-31 $81k 1.8k 45.37
2019-12-31 $104k 1.8k 58.08
2019-09-30 $98k 1.8k 54.45
2019-06-30 $94k 1.8k 52.63
2019-03-31 $94k 1.8k 52.63
2018-12-31 $103k 2.2k 46.83
2018-09-30 $128k 2.4k 53.40
2018-06-30 $118k 2.4k 49.11
2018-03-31 $88k 1.8k 49.00
2017-12-31 $64k 1.2k 51.53
2017-09-30 $58k 1.2k 46.70
2017-06-30 $56k 1.2k 45.09
2017-03-31 $55k 1.2k 44.28
2016-12-31 $54k 1.2k 43.48
2016-09-30 $53k 1.2k 42.67
2016-06-30 $51k 1.2k 41.06
2016-03-31 $50k 1.2k 40.26
2015-12-31 $48k 1.2k 38.65
2015-09-30 $45k 1.2k 36.23
2015-06-30 $48k 1.2k 38.65
2015-03-31 $49k 1.2k 39.45

More positions owned by Sandy Spring Bank

Ishares S&p Midcap 400 Index Core S&p Mcp Etf (IJH)
Ishares S&p 500 Index Fund Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares S&p Smallcap 600 Index Fund Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Amazon (AMZN)
Midcap 400 Spdr Trust Series 1 Utser1 S&pdcrp (MDY)
Berkshire Hathaway Inc B Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
JPMorgan Chase & Co. (JPM)
Alphabet Inc-cl C Cap Stk Cl C (GOOG)
Ishares Core S&p Value Etf Core S&p Us Vlu (IUSV)
Ishares Core S&p Us Growth Core S&p Us Gwt (IUSG)

View all positions for Sandy Spring Bank

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Raymond James Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Ameriprise Financial
UBS Group
Sontag Advisory
Commonwealth Equity Services
Wells Fargo & Company
Orgel Wealth Management
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq