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Schwab Strategic Tr us dividend eq shares owned by Sharkey, Howes & Javer

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Sharkey, Howes & Javer from 13F filings

Historical chart of Sharkey, Howes & Javer investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by Sharkey, Howes & Javer 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 Sharkey, Howes & Javer

Quarter filed Position value Share count Share price at filing
2024-09-30 $693k 8.2k 84.53
2024-06-30 $580k 7.5k 77.76
2024-03-31 $898k 11k 80.63
2023-12-31 $1.2M 16k 76.13
2023-09-30 $7.1M 101k 70.76
2023-06-30 $13M 176k 72.62
2023-03-31 $24M 334k 73.16
2022-12-31 $36M 474k 75.54
2022-09-30 $22M 327k 66.43
2022-06-30 $28M 385k 71.63
2022-03-31 $18M 222k 78.89
2021-12-31 $13M 158k 80.83
2021-09-30 $12M 160k 74.24
2021-06-30 $12M 162k 75.62
2021-03-31 $3.1M 42k 72.93
2020-12-31 $2.9M 46k 64.14
2020-09-30 $2.7M 48k 55.29
2020-06-30 $3.7M 72k 51.74
2020-03-31 $7.6M 169k 44.98
2019-12-31 $5.3M 91k 57.92
2019-09-30 $5.1M 94k 54.78
2019-06-30 $5.0M 94k 53.07
2019-03-31 $5.0M 96k 52.28
2018-12-31 $10M 222k 46.97
2018-09-30 $12M 226k 53.00
2018-06-30 $11M 229k 49.29
2018-03-31 $11M 233k 49.03
2017-12-31 $13M 209k 63.78
2017-09-30 $14M 286k 47.74
2017-06-30 $13M 294k 45.10
2017-03-31 $15M 341k 44.58
2016-12-31 $12M 276k 43.57
2016-09-30 $11M 267k 42.31
2016-06-30 $11M 260k 41.44
2016-03-31 $6.2M 154k 40.09
2015-12-31 $358k 3.6k 98.98
2015-09-30 $19M 510k 36.25
2015-06-30 $26M 685k 38.29
2015-03-31 $27M 687k 39.41

More positions owned by Sharkey, Howes & Javer

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ii Flexible Income (BINC)

View all positions for Sharkey, Howes & Javer

Top funds holding Schwab Strategic Tr us dividend eq

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Envestnet Asset Management
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Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq