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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
2024-03-31 $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)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Technology (XLK)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Global X Fds Us Pfd Etf (PFFD)
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)
C3 Ai Cl A (AI)
Amazon (AMZN)

View all positions for Youngs Advisory

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq