TFB Advisors »

Schwab Strategic Tr us dividend eq shares owned by TFB Advisors

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

Historical chart of TFB 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 TFB Advisors 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 TFB Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $395k 4.7k 84.54
2024-06-30 $355k 4.6k 77.76
2024-03-31 $321k 4.2k 76.89

More positions owned by TFB Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for TFB Advisors

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq