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Schwab Strategic Tr us dividend eq shares owned by Strategy Asset Managers

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

Historical chart of Strategy Asset Managers 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 Strategy Asset Managers 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 Strategy Asset Managers

Quarter filed Position value Share count Share price at filing
2024-03-31 $240k 3.0k 80.62
2023-12-31 $213k 2.8k 76.13

More positions owned by Strategy Asset Managers

Microsoft Corporation (MSFT)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
Lockheed Martin Corporation (LMT)
Retail Opportunity Investments (ROIC)
Apple (AAPL)
Emerson Electric (EMR)
Johnson & Johnson (JNJ)
BP Sponsored Adr (BP)
Cisco Systems (CSCO)
Chevron Corporation (CVX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microchip Technology (MCHP)

View all positions for Strategy Asset Managers

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq