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Schwab Strategic Tr us dividend eq shares owned by Syntrinsic

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

Historical chart of Syntrinsic 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 Syntrinsic 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 Syntrinsic

Quarter filed Position value Share count Share price at filing
2024-06-30 $66M 842k 77.73
2024-03-31 $68M 845k 80.60
2023-12-31 $63M 831k 76.10
2023-09-30 $61M 865k 70.74

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Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq