Truadvice »

Schwab Strategic Tr us dividend eq shares owned by Truadvice

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

Historical chart of Truadvice 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 Truadvice 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 Truadvice

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.1M 31k 69.44
2023-06-30 $1.5M 20k 74.36
2023-03-31 $2.8M 38k 72.57
2022-12-31 $15M 194k 77.17
2022-03-31 $438k 5.8k 75.94

More positions owned by Truadvice

Pacer Fds Tr Swan Sos Fd Of (PSFF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Tesla Motors (TSLA)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR)
First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN)
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DMAR)
First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)

View all positions for Truadvice

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