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Schwab Strategic Tr us dividend eq shares owned by Stonehearth Capital Management

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

Historical chart of Stonehearth Capital Management 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 Stonehearth Capital Management 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 Stonehearth Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 198k 84.53
2024-06-30 $7.1M 91k 77.76

More positions owned by Stonehearth Capital Management

Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Alps Etf Tr Oshares Us Smlcp (OUSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Vanguard World Esg Us Stk Etf (ESGV)

View all positions for Stonehearth Capital Management

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