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Schwab Strategic Tr us dividend eq shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $606k 7.7k 78.58

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Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Management
Morgan Stanley
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H D Vest Advisory Services
Bank of America Corporation
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Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
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Sontag Advisory
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
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