Ted Buchan & Co »

Schwab Strategic Tr us dividend eq shares owned by Ted Buchan & Co

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

Historical chart of Ted Buchan & Co 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 Ted Buchan & Co consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Ted Buchan & Co

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.4M 95k 77.76
2024-03-31 $7.6M 94k 80.63
2023-12-31 $6.2M 81k 76.13
2023-09-30 $5.5M 77k 70.76
2023-06-30 $5.3M 73k 72.62
2023-03-31 $5.0M 69k 73.16

More positions owned by Ted Buchan & Co

Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Tips Bd Etf (TIP)
Spdr Ser Tr S&p Biotech (XBI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Intuit (INTU)
Select Sector Spdr Tr Energy (XLE)
Vanguard Index Fds Real Estate Etf (VNQ)
NVIDIA Corporation (NVDA)
Spdr Ser Tr S&p Metals Mng (XME)
Asml Holding N V N Y Registry Shs (ASML)

View all positions for Ted Buchan & Co

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