SK Wealth Management »

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

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

Historical chart of SK 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 SK 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 SK Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $442k 16k 27.47

More positions owned by SK Wealth Management

Wisdomtree Tr Us Qtly Div Grt (DGRW)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Flexshares Tr Stox Gbl Esg Slt (ESGG)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Ishares Tr Esg Msci Leadr (SUSL)
Flexshares Tr Esg & Clm Develp (FEDM)
Apple (AAPL)
Wisdomtree Tr Em Ex St-owned (XSOE)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Fidelity Covington Trust Fundamental Smal (FFSM)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for SK Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Sumitomo Life Insurance
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Advisor Group Holdings
Royal Bank of Canada
Mariner Wealth Advisors
Cambridge Investment Research Advisors

View all funds holding Schwab Strategic Tr us dividend eq