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Schwab Strategic Tr us dividend eq shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 38k 84.53
2024-06-30 $1.7B 3.1M 546.87
2024-03-31 $4.7M 58k 80.63
2023-12-31 $1.6M 21k 76.13
2023-09-30 $3.9M 55k 70.76
2023-06-30 $3.8M 52k 72.62
2023-03-31 $3.8M 52k 73.16

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Vanguard Specialized Funds Div App Etf (VIG)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
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View all positions for Strategic Financial Concepts

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