WealthCollab »

Schwab Strategic Tr us dividend eq shares owned by WealthCollab

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

Historical chart of WealthCollab 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 WealthCollab consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by WealthCollab

Quarter filed Position value Share count Share price at filing
2024-09-30 $240k 2.8k 84.52
2024-06-30 $278k 3.5k 80.63
2024-03-31 $278k 3.5k 80.63
2023-12-31 $270k 3.5k 76.14

More positions owned by WealthCollab

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Index Fds Real Estate Etf (VNQ)
Ssr Mining (SSRM)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Apple (AAPL)

View all positions for WealthCollab

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