Sound View Wealth Advisors »

Schwab Strategic Tr us dividend eq shares owned by Sound View Wealth Advisors

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

Historical chart of Sound View 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 Sound View Wealth Advisors 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 Sound View Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-03-31 $594k 11k 52.30

More positions owned by Sound View Wealth Advisors

Johnson & Johnson (JNJ)
Procter & Gamble Company (PG)
Coca-Cola Company (KO)
Verizon Communications (VZ)
Apple (AAPL)
Intel Corporation (INTC)
Microsoft Corporation (MSFT)
McDonald's Corporation (MCD)
Home Depot (HD)
Pfizer (PFE)
Exxon Mobil Corporation (XOM)
iShares Dow Jones Select Dividend (DVY)
JPMorgan Chase & Co. (JPM)
Kimberly-Clark Corporation (KMB)
Southern Company (SO)

View all positions for Sound View 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