Traphagen Investment Advisors »

Schwab Strategic Tr us dividend eq shares owned by Traphagen Investment Advisors

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

Historical chart of Traphagen Investment 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 Traphagen Investment 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 Traphagen Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 155k 76.13
2023-09-30 $19M 264k 70.76
2023-06-30 $18M 245k 72.62
2023-03-31 $17M 227k 73.16
2020-06-30 $330k 6.4k 51.75
2020-03-31 $288k 6.4k 44.98
2019-12-31 $409k 7.1k 57.92
2019-09-30 $406k 7.4k 54.78
2019-06-30 $376k 7.1k 53.07
2019-03-31 $371k 7.1k 52.28

More positions owned by Traphagen Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Fidelity Covington Trust Msci Utils Index (FUTY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr 20+ Year Tr Bd (TLTW)
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Victory Portfolios Ii Shares Free Cash (VFLO)
Apple (AAPL)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)

View all positions for Traphagen Investment Advisors

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq