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Schwab Strategic Tr us dividend eq shares owned by waypoint wealth counsel

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

Historical chart of waypoint wealth counsel 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 waypoint wealth counsel 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 waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 25k 84.53
2024-06-30 $1.9M 25k 77.76
2024-03-31 $2.2M 27k 80.63
2023-12-31 $2.0M 26k 76.13
2023-09-30 $2.4M 34k 70.76
2023-03-31 $5.5M 75k 73.16
2022-12-31 $5.6M 74k 75.54

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)

View all positions for waypoint wealth counsel

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