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Schwab Strategic Tr us dividend eq shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 124k 80.57
2023-12-31 $9.2M 120k 76.07
2023-09-30 $8.4M 119k 70.70
2023-06-30 $8.7M 119k 72.56
2023-03-31 $8.8M 120k 73.10
2022-12-31 $8.7M 116k 75.48
2022-09-30 $7.3M 111k 66.37
2022-06-30 $6.9M 97k 71.55
2022-03-31 $6.8M 86k 78.88
2021-12-31 $6.6M 81k 80.82
2021-09-30 $11M 152k 74.23
2021-06-30 $464k 6.1k 75.58
2021-03-31 $470k 6.5k 72.85
2020-12-31 $576k 9.0k 64.11
2020-09-30 $729k 13k 55.24
2020-06-30 $605k 12k 51.75
2020-03-31 $529k 12k 44.94
2019-12-31 $653k 11k 57.86
2019-09-30 $535k 9.8k 54.70
2019-06-30 $347k 6.5k 53.05
2019-03-31 $56k 1.1k 52.24
2017-12-31 $3.0k 50 60.00
2017-09-30 $2.0k 50 40.00
2017-03-31 $2.0k 56 35.71
2016-12-31 $9.0k 215 41.86
2016-06-30 $2.0k 40 50.00
2016-03-31 $2.0k 40 50.00

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Active Growth Etf Etf (JGRO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Microsoft Stock (MSFT)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

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