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Schwab Strategic Tr us dividend eq shares owned by W Advisors

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

Historical chart of W 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 W 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 W Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $748k 8.9k 84.52
2024-06-30 $573k 7.4k 77.75
2024-03-31 $542k 6.7k 80.62
2023-12-31 $479k 6.3k 76.12
2023-09-30 $400k 5.7k 70.76
2023-06-30 $373k 5.1k 72.61
2023-03-31 $376k 5.1k 73.15
2022-12-31 $209k 2.8k 75.54

More positions owned by W Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Merck & Co (MRK)
Ishares Tr Esg Msci Leadr (SUSL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Exxon Mobil Corporation (XOM)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for W 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