Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Sweet Financial Partners »

Schwab Strategic Tr us dividend eq shares owned by Sweet Financial Partners

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

Historical chart of Sweet Financial 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 Sweet Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Sweet Financial Partners

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$23M	288k	80.63
2023-12-31	$20M	268k	76.13
2023-09-30	$21M	292k	70.76
2023-06-30	$21M	292k	72.62
2023-03-31	$18M	250k	73.16

More positions owned by Sweet Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Schwab Strategic Tr Us Dividend Eq (SCHD)

First Tr Exchange-traded Risng Divd Achiv (RDVY)

Vanguard Intl Equity Index F Vanguard Intl Equity Index F (VEU)

Ishares Tr Exponential Tech (XT)

First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

First Tr Exchange-traded Growth Strength (FTGS)

First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)

Wisdomtree Tr Em Ex St-owned (XSOE)

Spdr Ser Tr Portfolio Short (SPSB)

Apple (AAPL)

Spdr Index Shs Fds S&p North Amer (NANR)

Microsoft Corporation (MSFT)

Visa Com Cl A (V)

View all positions for Sweet Financial Partners

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation

Charles Schwab Investment Advisory

H D Vest Advisory Services

Sumitomo Life Insurance

Raymond James Financial Services Advisors

Advisor Group Holdings

Orgel Wealth Management

Commonwealth Equity Services

Wells Fargo & Company

Jpmorgan Chase & Co

Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z