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Schwab Strategic Tr us dividend eq shares owned by Talisman Wealth Advisors

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

Historical chart of Talisman Wealth Advisors 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 Talisman Wealth Advisors 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 Talisman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.1M 30k 70.76
2023-06-30 $1.7M 23k 72.62
2023-03-31 $1.6M 22k 73.18
2022-12-31 $1.4M 19k 75.53

More positions owned by Talisman Wealth Advisors

Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Automatic Data Processing (ADP)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Specialized Funds Div App Etf (VIG)
Becton, Dickinson and (BDX)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Talisman Wealth Advisors

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
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
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