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Schwab Strategic Tr us dividend eq shares owned by True Wealth Design

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

Historical chart of True Wealth Design 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 True Wealth Design 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 True Wealth Design

Quarter filed Position value Share count Share price at filing
2024-03-31 $42k 524 80.56
2023-12-31 $40k 522 76.17
2023-09-30 $38k 536 70.70
2023-06-30 $39k 534 72.60
2023-03-31 $48k 650 73.16
2022-12-31 $66k 874 75.54

More positions owned by True Wealth Design

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

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