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Schwab Strategic Tr us dividend eq shares owned by True Link Financial Advisors

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

Historical chart of True Link Financial 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 True Link Financial Advisors 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 True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $43M 512k 84.53
2024-06-30 $37M 481k 77.76
2024-03-31 $38M 466k 80.63
2023-12-31 $32M 423k 76.13
2023-09-30 $25M 347k 70.76
2023-06-30 $24M 327k 72.62

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab Us Dividend Equity Etf Etf (SCHD)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional International Value Etf Etf (DFIV)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Dimensional International Core Equity Market Etf Etf (DFAI)

View all positions for True Link Financial Advisors

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