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Schwab Strategic Tr us dividend eq shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $912k 33k 27.32
2024-09-30 $2.6M 31k 84.53
2024-06-30 $3.3M 42k 77.76
2024-03-31 $4.3M 54k 80.63
2023-12-31 $431k 5.7k 76.13

More positions owned by Simplicity Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Embraer Sponsored Ads (ERJ)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rusel 2500 Etf (SMMD)
Inseego Corp Com New (INSG)
MPLX Com Unit Rep Ltd (MPLX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Tesla Motors (TSLA)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for Simplicity Wealth

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
Orgel Wealth Management
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq