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Schwab Strategic Tr us dividend eq shares owned by Valued Retirements

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

Historical chart of Valued Retirements 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 Valued Retirements 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 Valued Retirements

Quarter filed Position value Share count Share price at filing
2024-09-30 $404k 4.8k 84.53
2024-06-30 $2.8M 36k 77.76
2024-03-31 $2.9M 36k 80.63
2023-12-31 $2.6M 35k 76.13

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Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Em Mkt Sm-cp Etf (EEMS)
Ishares Gold Tr Ishares New (IAU)
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Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr U.s. Med Dvc Etf (IHI)

View all positions for Valued Retirements

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