Stratos Wealth Partners »

Schwab Strategic Tr us dividend eq shares owned by Stratos Wealth Partners

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

Historical chart of Stratos Wealth Partners 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 Stratos Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $29M 342k 84.53
2024-06-30 $17M 215k 77.76
2024-03-31 $15M 189k 80.63
2023-12-31 $11M 138k 76.13
2023-09-30 $8.6M 121k 70.76
2023-06-30 $6.6M 91k 72.62
2023-03-31 $8.5M 116k 73.16
2022-12-31 $7.8M 103k 75.54
2022-09-30 $6.4M 97k 66.43
2022-06-30 $8.1M 114k 71.63
2022-03-31 $6.1M 78k 78.89
2021-12-31 $4.1M 51k 80.83
2021-09-30 $3.7M 50k 74.24
2021-06-30 $3.4M 45k 75.63
2021-03-31 $2.2M 30k 72.93
2020-12-31 $1.9M 29k 64.14
2020-09-30 $1.6M 28k 55.30
2020-06-30 $1.4M 27k 51.76
2020-03-31 $1.2M 26k 44.97
2019-12-31 $1.5M 26k 57.92
2019-09-30 $1.4M 25k 54.76
2019-06-30 $1.2M 23k 53.07
2019-03-31 $1.2M 23k 52.27
2018-12-31 $1.1M 24k 46.95
2018-09-30 $1.3M 25k 52.99
2018-06-30 $2.0M 40k 49.30
2018-03-31 $6.6M 134k 49.03
2017-12-31 $1.7M 34k 51.18
2017-09-30 $4.8M 103k 46.80
2017-06-30 $6.2M 138k 45.10
2017-03-31 $220k 4.9k 44.56
2016-12-31 $667k 15k 43.58
2016-09-30 $386k 9.1k 42.34
2014-12-31 $10k 252 39.85

More positions owned by Stratos Wealth Partners

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Stratos Wealth Partners

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