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Schwab Strategic Tr us dividend eq shares owned by Taylor, Cottrill, Erickson & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Taylor, Cottrill, Erickson & Associates from 13F filings

Historical chart of Taylor, Cottrill, Erickson & Associates investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by Taylor, Cottrill, Erickson & Associates 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 Taylor, Cottrill, Erickson & Associates

Quarter filed Position value Share count Share price at filing
2024-06-30 $19M 245k 77.76
2024-03-31 $20M 249k 80.63
2023-12-31 $19M 248k 76.13
2023-09-30 $17M 246k 70.76
2023-06-30 $18M 241k 72.62
2023-03-31 $18M 248k 73.16
2022-12-31 $19M 246k 75.54
2022-09-30 $16M 234k 66.43
2022-06-30 $16M 226k 71.63
2022-03-31 $17M 221k 78.89
2021-12-31 $18M 219k 80.83
2021-09-30 $19M 259k 74.24
2021-06-30 $20M 259k 75.62
2021-03-31 $19M 253k 72.92
2020-12-31 $16M 253k 64.14
2020-09-30 $14M 248k 55.30
2020-06-30 $13M 241k 51.75
2020-03-31 $11M 243k 44.98
2019-12-31 $14M 241k 57.92
2019-09-30 $13M 239k 54.78
2019-06-30 $12M 231k 53.07
2019-03-31 $12M 230k 52.28
2018-12-31 $11M 229k 46.97
2018-09-30 $12M 224k 53.00
2018-06-30 $11M 225k 49.29
2018-03-31 $11M 220k 49.03
2017-12-31 $12M 224k 51.17
2017-09-30 $10M 221k 46.80
2017-06-30 $10M 222k 45.10
2017-03-31 $9.8M 220k 44.58
2016-12-31 $8.8M 202k 43.57
2016-09-30 $8.3M 195k 42.31
2016-06-30 $7.7M 186k 41.44
2014-03-31 $6.6M 164k 40.09

More positions owned by Taylor, Cottrill, Erickson & Associates

Berkshire Hathaway Cl B Class B (BRK.B)
iShares Tr Russell 1000 Growth Common (IWF)
Vanguard Growth Common (VUG)
Vanguard Small Cap Common (VB)
Vanguard Div Appreciation Common (VIG)
Schwab US Div Equity Etf Common (SCHD)
Vanguard Value Common (VTV)
Vanguard Mid Cap Common (VO)
Vanguard FTSE Developed Mkts Common (VEA)
Vanguard Corp Bond Short Term Common (VCSH)
1/100 Berkshire Htwy Cla Class A
Vanguard Sh-Term Inf Common (VTIP)
iShares Russell Midcap Growth Common (IWP)
Vanguard Small Cap Value Common (VBR)
iShares Tr Msci Eafe Common (EFA)

View all positions for Taylor, Cottrill, Erickson & Associates

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
Envestnet Asset Management
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Sontag Advisory
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq