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Schwab Strategic Tr us dividend eq shares owned by Woodmont Investment Counsel

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

Historical chart of Woodmont Investment 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 Woodmont Investment 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 Woodmont Investment Counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $156k 1.9k 80.63
2016-09-30 $39k 930 41.94
2016-03-31 $37k 930 39.78
2015-12-31 $36k 930 38.71
2015-09-30 $33k 930 35.48
2015-06-30 $36k 930 38.71

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View all positions for Woodmont Investment Counsel

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