McGlone Suttner Wealth Management »

Schwab Strategic Tr us dividend eq shares owned by McGlone Suttner Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by McGlone Suttner Wealth Management from 13F filings

Historical chart of McGlone Suttner 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 McGlone Suttner Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by McGlone Suttner Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 15k 80.63
2023-12-31 $1.2M 16k 76.13
2023-09-30 $1.2M 17k 70.76
2023-06-30 $1.2M 16k 72.62
2023-03-31 $1.2M 16k 73.16
2022-12-31 $1.3M 17k 75.54

More positions owned by McGlone Suttner Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Us Vlu (IUSV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Dimensional Etf Trust Internatnal Val (DFIV)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Investment Grade (IGEB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for McGlone Suttner 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