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Schwab Strategic Tr us dividend eq shares owned by Treynor Bancshares

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

Historical chart of Treynor Bancshares 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 Treynor Bancshares 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 Treynor Bancshares

Quarter filed Position value Share count Share price at filing
2024-09-30 $226k 2.7k 84.53
2024-06-30 $210k 2.7k 77.76
2024-03-31 $237k 2.9k 80.63
2023-12-31 $230k 3.0k 76.13
2023-09-30 $206k 2.9k 70.76

More positions owned by Treynor Bancshares

Spdr Ser Tr Bloomberg Invt (FLRN)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Select Sector Spdr Tr Financial (XLF)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Select Sector Spdr Tr Communication (XLC)
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Treynor Bancshares

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