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Schwab Strategic Tr us dividend eq shares owned by Savoie Capital

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

Historical chart of Savoie Capital investment in Schwab Strategic Tr us dividend eq

May 2024Jul 2024Sep 2024Nov 2024Jan 20253.5M3.6M3.7M40k60k80k100k120k140k
Value ($)Share countHistorical SCHD position of Savoie Capital Source: stockzoa.comValue ($)Share count

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All positions including Schwab Strategic Tr us dividend eq held by Savoie Capital 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 Savoie Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.7M 134k 27.32
2024-09-30 $3.8M 45k 84.53
2024-06-30 $3.5M 45k 77.76
2024-03-31 $3.6M 45k 80.63

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View all positions for Savoie Capital

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
Wealth Enhancement Advisory Services
Orgel Wealth Management

View all funds holding Schwab Strategic Tr us dividend eq