Scissortail Wealth Management »

Schwab Strategic Tr us dividend eq shares owned by Scissortail Wealth Management

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

Historical chart of Scissortail Wealth Management 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 Scissortail Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Scissortail Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.3M 69k 77.76
2024-03-31 $5.5M 68k 80.63
2022-09-30 $3.0M 41k 72.71

More positions owned by Scissortail Wealth Management

Vanguard Total Stock Market ETF (VTI)
iShares S&P 500 Index (IVV)
Ishares Ibonds Dec 2024 Term T (IBTE)
iShares S&P 500 Growth Index (IVW)
Vanguard FTSE All-World ex-US ETF (VEU)
Apple (AAPL)
Ishares Msci Usa Quality Facto invalid (QUAL)
Intuit (INTU)
Blackrock Etf Trust us eqt factor (DYNF)
Ishares Ibonds Dec 2025 Term T (IBTF)
iShares S&P 500 Value Index (IVE)
ConocoPhillips (COP)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Broadcom (AVGO)

View all positions for Scissortail Wealth Management

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
Ameriprise Financial
Envestnet Asset Management
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Sontag Advisory
UBS Group
Advisor Group Holdings
Orgel Wealth Management

View all funds holding Schwab Strategic Tr us dividend eq