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Schwab Strategic Tr us dividend eq shares owned by DiMeo Schneider & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by DiMeo Schneider & Associates from 13F filings

Historical chart of DiMeo Schneider & Associates 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 DiMeo Schneider & Associates 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 DiMeo Schneider & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $473k 5.9k 80.64
2022-12-31 $296k 3.9k 75.54
2022-06-30 $281k 3.9k 71.68

More positions owned by DiMeo Schneider & Associates

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Uber Technologies (UBER)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Cre U S Reit Etf (USRT)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for DiMeo Schneider & Associates

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