Stableford Capital Ii »

Schwab Strategic Tr us dividend eq shares owned by Stableford Capital Ii

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Stableford Capital Ii from 13F filings

Historical chart of Stableford Capital Ii 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 Stableford Capital Ii 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 Stableford Capital Ii

Quarter filed Position value Share count Share price at filing
2023-03-31 $1.6M 21k 75.53

More positions owned by Stableford Capital Ii

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Ishares Tr Core Lt Usdb Etf (ILTB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Exxon Mobil Corporation (XOM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Meta Platforms Cl A (META)

View all positions for Stableford Capital Ii

Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq