Wellesley Investment Partners »

Schwab Strategic Tr us dividend eq shares owned by Wellesley Investment Partners

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

Historical chart of Wellesley Investment Partners 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 Wellesley Investment Partners 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 Wellesley Investment Partners

Quarter filed Position value Share count Share price at filing
2020-09-30 $13M 225k 55.30
2020-06-30 $12M 224k 51.75
2020-03-31 $11M 233k 44.98
2019-12-31 $14M 233k 57.92
2019-09-30 $13M 238k 54.78
2019-06-30 $13M 238k 53.07
2019-03-31 $13M 240k 52.28
2018-12-31 $12M 247k 46.97
2018-09-30 $13M 241k 53.00
2018-06-30 $12M 234k 49.29
2018-03-31 $11M 225k 49.03
2017-12-31 $12M 231k 51.17
2017-09-30 $11M 231k 46.80
2017-06-30 $10M 228k 45.10
2017-03-31 $9.7M 218k 44.58
2016-12-31 $9.4M 216k 43.57
2016-09-30 $8.7M 207k 42.31
2016-06-30 $8.6M 208k 41.44
2016-03-31 $7.3M 183k 40.09
2015-12-31 $6.1M 158k 38.55

More positions owned by Wellesley Investment Partners

iShares S&P 500 ETF Core S&p500 Etf (IVV)
iShares 7-10 Year Treasury Bond ETF Barclays 7 10 Yr (IEF)
Vanguard Developed Markets ETF Ftse Dev Mkt Etf (VEA)
iShares U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)
Ishares 1-3 Year Treasry 1 3 Yr Treas Bd (SHY)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
iShares Gold Trust ETF Ishares
iShares S&P Mid Cap ETF Core S&p Mcp Etf (IJH)
Powershs Nasdaq-100 ETF Unit Ser 1 (QQQ)
Vanguard Total Stock Mkt ETF Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Apple (AAPL)

View all positions for Wellesley Investment Partners

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