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Schwab Strategic Tr us dividend eq shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective 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 Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 41k 84.52

More positions owned by Transcend Wealth Collective

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Blue Owl Capital Corporation Cef (OBDC)
Merck & Co Stock (MRK)
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Fs Kkr Cap Corp Cef (FSK)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
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Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Chase & Co Stock (JPM)
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Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr S&p 500 Etf Trust Etf (SPY)
International Business Machs Stock (IBM)

View all positions for Transcend Wealth Collective

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
LPL Financial
Orgel Wealth Management
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Ameriprise Financial
Keystone Financial Planning
UBS Group
Sontag Advisory
HHM Wealth Advisors
Wealthfront Advisers
Commonwealth Equity Services

View all funds holding Schwab Strategic Tr us dividend eq