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Schwab Strategic Tr us dividend eq shares owned by Vivaldi Capital Management

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

Historical chart of Vivaldi Capital Management 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 Vivaldi Capital Management 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 Vivaldi Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 17k 84.53
2020-03-31 $482k 11k 44.96

More positions owned by Vivaldi Capital Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Tesla Motors (TSLA)
Gaming & Leisure Pptys (GLPI)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Vivaldi Capital Management

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