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Schwab Strategic Tr us dividend eq shares owned by Heritage Trust

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

Historical chart of Heritage Trust 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 Heritage Trust 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 Heritage Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $806k 10k 80.63
2023-12-31 $1.5M 20k 76.13
2023-09-30 $1.4M 20k 70.76
2023-06-30 $1.5M 20k 72.62

More positions owned by Heritage Trust

Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Vanguard Etf-equity (VEA)
Alphabet Common Stock (GOOG)
Abbvie Common Stock (ABBV)
Qualcomm Common Stock (QCOM)
Jpmorgan Chase & Co Common Stock (JPM)
Unitedhealth Group Common Stock (UNH)
Home Depot Common Stock (HD)
SPDR S&P 500 Etf-equity (SPY)
Alphabet Common Stock (GOOGL)
Visa Common Stock (V)
Johnson & Johnson Common Stock (JNJ)
Oracle Corp Common Stock (ORCL)
Walmart Common Stock (WMT)

View all positions for Heritage Trust

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