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Schwab Strategic Tr us dividend eq shares owned by Sensible Money

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

Historical chart of Sensible Money 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 Sensible Money 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 Sensible Money

Quarter filed Position value Share count Share price at filing
2024-03-31 $267k 3.3k 80.62
2023-12-31 $252k 3.3k 76.14
2023-09-30 $234k 3.3k 70.76
2023-06-30 $240k 3.3k 72.62
2023-03-31 $409k 5.6k 73.16
2022-12-31 $424k 5.6k 75.54

More positions owned by Sensible Money

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Apple (AAPL)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Freeport-mcmoran CL B (FCX)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Russell 3000 Etf (IWV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)

View all positions for Sensible Money

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