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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
2024-03-31 $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

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

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq