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Schwab Strategic Tr us dividend eq shares owned by Sar Wealth Management Group

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

Historical chart of Sar Wealth Management Group 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 Sar Wealth Management Group 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 Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 139k 84.53
2024-06-30 $11M 138k 77.76
2024-03-31 $491k 6.1k 80.63

More positions owned by Sar Wealth Management Group

First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr S&p Divid Etf (SDY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
T Rowe Price Etf Cap Appreciation (TCAF)

View all positions for Sar Wealth Management Group

Top funds holding Schwab Strategic Tr us dividend eq

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View all funds holding Schwab Strategic Tr us dividend eq