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Schwab Strategic Tr us dividend eq shares owned by Smartleaf Asset Management

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

Historical chart of Smartleaf Asset 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 Smartleaf Asset Management 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 Smartleaf Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.5M 129k 27.23
2024-09-30 $3.5M 42k 84.26
2024-06-30 $3.0M 39k 77.27
2024-03-31 $2.8M 35k 80.23
2023-12-31 $17k 219 77.68

More positions owned by Smartleaf Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard World Mega Cap Val Etf (MGV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Broadcom (AVGO)
Wisdomtree Tr Us Quality Grow (QGRW)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Smartleaf Asset Management

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