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Schwab Strategic Tr us dividend eq shares owned by Weitzel Financial Services

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

Historical chart of Weitzel Financial Services 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 Weitzel Financial Services 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 Weitzel Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 163k 76.96
2023-09-30 $11M 160k 69.40
2023-06-30 $663k 9.1k 72.62
2023-03-31 $231k 3.1k 73.56

More positions owned by Weitzel Financial Services

Spdr Portfolio S P 1500 Cmpst St Etf Prtflo S&p500 Vl (SPTM)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Vanguard Total Internatlbnd Etf Iv Total Int Bd Etf (BNDX)
Frst Trt Low Dtn Opnts Etf Iv Fst Low Oppt Eft (LMBS)
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Spdr Aggregate Bond Etf Portfolio Agrgte (SPAB)
Ishrs Core Mod Allo Modert Alloc Etf (AOM)
Ishares National Muni Bond Etf National Mun Etf (MUB)
Ft Rising Dividend Achievers Etf Iv Rising Divd Achiv (RDVY)
Ishares Floating Rate Bond Etf Fltg Rate Nt Etf (FLOT)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Vanguard Consumer Staples Etf Consum Stp Etf (VDC)
Deere & Company (DE)
First Trust Enhanced Short Mtrty Etf First Tr Enh New (FTSM)
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ)

View all positions for Weitzel Financial Services

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