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Schwab Strategic Tr us dividend eq shares owned by Transcendent Capital Group

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

Historical chart of Transcendent Capital Group 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 Transcendent Capital Group 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 Transcendent Capital Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $133k 1.6k 84.53
2024-06-30 $147k 1.9k 77.76
2024-03-31 $153k 1.9k 80.63
2023-12-31 $128k 1.7k 76.13

More positions owned by Transcendent Capital Group

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Blackrock Ultra Blackrock Ultra (ICSH)
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)
Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Vanguard Large-cap Etf Large Cap Etf (VV)
Capital Group Core Equity Etf Shs Creation Unit Shs Creation Uni (CGUS)
Jpmorgan Ultra-short Income Etf Ultra Shrt Inc (JPST)
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Ishares Tr S&p Mc 400gr Etf S&p Mc 400gr Etf (IJK)

View all positions for Transcendent Capital Group

Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq