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Schwab Strategic Tr us dividend eq shares owned by Youngs Advisory

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

Historical chart of Youngs Advisory 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 Youngs Advisory 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 Youngs Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $578k 6.8k 84.53
2024-06-30 $532k 6.8k 77.76
2024-03-31 $498k 6.2k 80.63
2023-12-31 $477k 6.3k 76.13

More positions owned by Youngs Advisory

Ishares Tr Core Msci Total (IXUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Global X Fds Us Pfd Etf (PFFD)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Air Products & Chemicals (APD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
NVIDIA Corporation (NVDA)

View all positions for Youngs Advisory

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