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Schwab Strategic Tr us dividend eq shares owned by Td Private Client Wealth

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

Historical chart of Td Private Client Wealth 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 Td Private Client Wealth 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 Td Private Client Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $20M 261k 77.76
2024-03-31 $22M 270k 80.78
2023-12-31 $21M 270k 76.27
2023-09-30 $22M 307k 70.87
2023-06-30 $23M 312k 72.74
2023-03-31 $19M 254k 73.30
2022-12-31 $18M 231k 75.70
2022-09-30 $14M 211k 66.59
2022-06-30 $15M 202k 71.81
2022-03-31 $14M 174k 79.12
2021-12-31 $11M 137k 81.12
2021-09-30 $8.7M 117k 74.24
2021-06-30 $7.7M 102k 75.62
2021-03-31 $4.5M 62k 72.92

More positions owned by Td Private Client Wealth

Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)
Spdr Ser Tr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)
Vanguard Scottsdale Fds Vanguard Mtg Backed Secs Etf Exchange Traded Fund (VMBS)
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Tr U S Treas Bd Etf Exchange Traded Fund (GOVT)
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)
Ishares Tr Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Exchange Traded Fund (VGSH)
Microsoft Corp Common Stock (MSFT)
Vanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Exchange Traded Fund (VCSH)
Ishares Tr Russell 1000 Growth Etf Exchange Traded Fund (IWF)
Vanguard Index Fds Vanguard Extended Mkt Etf Exchange Traded Fund (VXF)
Ishares Tr 3-7 Yr Treas Bd Etf Exchange Traded Fund (IEI)
Ishares Tr Core Divid Growth Etf Exchange Traded Fund (DGRO)

View all positions for Td Private Client Wealth

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