Asset Dedication »

Schwab Strategic Tr us dividend eq shares owned by Asset Dedication

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

Historical chart of Asset Dedication 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 Asset Dedication 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 Asset Dedication

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 25k 80.47
2023-12-31 $1.9M 25k 76.18
2023-09-30 $1.8M 25k 70.78
2023-06-30 $1.8M 25k 72.67
2023-03-31 $2.0M 27k 73.14
2022-12-31 $2.1M 28k 75.45
2022-09-30 $1.9M 28k 66.54
2022-03-31 $2.3M 30k 78.97
2021-12-31 $2.4M 29k 80.88
2021-09-30 $2.2M 29k 74.22
2021-06-30 $2.2M 29k 75.63
2021-03-31 $1.7M 24k 72.92
2020-12-31 $2.1M 33k 64.01
2020-09-30 $1.8M 32k 55.27
2020-06-30 $1.3M 26k 51.73
2020-03-31 $1.2M 27k 44.97
2019-12-31 $1.7M 29k 57.98
2019-09-30 $1.5M 28k 54.81
2019-06-30 $1.5M 28k 53.03
2019-03-31 $1.4M 28k 52.22
2018-12-31 $1.3M 28k 46.99
2018-09-30 $1.5M 28k 52.98
2018-06-30 $1.8M 36k 49.25
2018-03-31 $902k 18k 49.03
2017-12-31 $678k 13k 51.08
2017-09-30 $665k 14k 46.80
2017-06-30 $647k 14k 45.11
2017-03-31 $852k 19k 44.57
2016-12-31 $871k 20k 43.38
2016-09-30 $860k 22k 40.07
2016-06-30 $860k 22k 40.07
2016-03-31 $858k 21k 40.09
2015-12-31 $1.0M 27k 38.58

More positions owned by Asset Dedication

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
Dimensional U.S. Targeted Value ETF Etf (DFAT)
Dimensional World ex U.S. Core Equity 2 ETF Etf (DFAX)
Dimensional Emerging Markets Value ETF Etf (DFEV)
Dimensional Emerging Markets Core Equity 2 ETF Etf (DFEM)
BulletShares Corporate Bond ETF 12/15/2024 Etf (BSCO)
Dimensional International Core Equity 2 ETF Etf (DFIC)
BulletShares Corporate Bond ETF 12/15/2025 Etf (BSCP)
Dimensional International Small Cap Value ETF Etf (DISV)
BulletShares Corporate Bond ETF 12/15/2026 Etf (BSCQ)
Dimensional U.S. Equity ETF Etf (DFUS)
Schwab U.S. Large-Cap ETF Etf (SCHX)
SPDR S&P 400 Mid Cap Value ETF Etf (MDYV)
Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)

View all positions for Asset Dedication

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