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Schwab Strategic Tr us dividend eq shares owned by SOA Wealth Advisors

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

Historical chart of SOA Wealth Advisors 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 SOA Wealth Advisors 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 SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 13k 84.53
2024-06-30 $991k 13k 77.76
2024-03-31 $1.1M 13k 80.63
2023-12-31 $993k 13k 76.13
2023-09-30 $789k 11k 70.76
2022-09-30 $16k 250 64.00

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Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)

View all positions for SOA Wealth Advisors

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
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
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq