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Schwab Strategic Tr us dividend eq shares owned by Stone Point Wealth

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

Historical chart of Stone Point Wealth 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 Stone Point Wealth 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 Stone Point Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $354k 4.2k 84.53
2024-06-30 $326k 4.2k 77.76
2024-03-31 $342k 4.2k 80.64
2023-12-31 $306k 4.0k 76.14
2023-09-30 $284k 4.0k 70.77
2023-06-30 $270k 3.7k 72.62

More positions owned by Stone Point Wealth

Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pepsi (PEP)

View all positions for Stone Point Wealth

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