Position Size ($1000s)
$367,142
| $388,845
| $460,598
| 09/30/2023 | 12/31/2023 | 03/31/2024 | Share Count
5,188,556
| 5,107,641
| 5,712,485
| 09/30/2023 | 12/31/2023 | 03/31/2024 |
|
Entity | 03/31/2024 Amount |
03/31/2024 Position Size ($ in 1000's) |
SCHWAB STRATEGIC TR |
5,712,485 |
$460,598 | SCHD | 5,712,485 | $460,598 |
|
Entity | 12/31/2023 Amount |
12/31/2023 Position Size ($ in 1000's) |
SCHWAB STRATEGIC TR |
5,107,641 |
$388,845 | SCHD | 5,107,641 | $388,845 |
|
Entity | 09/30/2023 Amount |
09/30/2023 Position Size ($ in 1000's) |
SCHWAB STRATEGIC TR |
5,188,556 |
$367,142 | SCHD | 5,188,556 | $367,142 |
Top Stocks Held at 03/31/2024: MSFT, AAPL, VOO, IVV, SPY, More »
Size ($ in 1000's)
At 03/31/2024: $67,349,153 At 12/31/2023: $61,546,613 At 09/30/2023: $55,599,845
Raymond James Financial Services Advisors Inc. Top Holdings
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