Spotlight Asset Group »

Schwab Strategic Tr us dividend eq shares owned by Spotlight Asset Group

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

Historical chart of Spotlight Asset Group 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 Spotlight Asset Group 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 Spotlight Asset Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $50k 700 70.76
2023-09-30 $50k 700 70.76
2023-06-30 $51k 700 72.62
2020-09-30 $281k 5.1k 55.27

More positions owned by Spotlight Asset Group

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Meta Platforms Inc Cl A Stock (META)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Msci Eafe Etf Etf (EFA)
Opus Small Cap Value Etf Etf (OSCV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard Growth Etf Etf (VUG)
Amazon Stock (AMZN)
Aptus Enhanced Yield Etf Etf (JUCY)
Gilead Sciences Stock (GILD)
Microsoft Corp Stock (MSFT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)

View all positions for Spotlight Asset Group

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
LPL Financial
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co

View all funds holding Schwab Strategic Tr us dividend eq