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Schwab Strategic Tr us dividend eq shares owned by 10Elms

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by 10Elms from 13F filings

Historical chart of 10Elms 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 10Elms 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 10Elms

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 106k 27.30
2025-06-30 $2.8M 105k 26.50
2025-03-31 $2.8M 102k 27.96
2024-12-31 $2.8M 101k 27.32

More positions owned by 10Elms

Ishares Core Msci Eafe Etf Uit Exchange Traded (IEFA)
Technology Select Sectorspdr Etf Uit Exchange Traded (XLK)
Ishares Core Msci Emerging Etf Uit Exchange Traded (IEMG)
Select Sector Health Care Spdr Etf Uit Exchange Traded (XLV)
Ishares Msci Usa Min Volfctr Etf Uit Exchange Traded (USMV)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Schwab Us Dividend Equity Etf Uit Exchange Traded (SCHD)
Vanguard Total Bond Market Etf Uit Exchange Traded (BND)
Ishares Msci Usa Qlty Fact Etf Uit Exchange Traded (QUAL)
Ishares Msci Usa Momntumfct Etf Uit Exchange Traded (MTUM)
Ishares Russell 2000 Etf Uit Exchange Traded (IWM)
Select Str Financial Select Spdr Etf Uit Exchange Traded (XLF)
Select Sector Industrialspdr Etf Uit Exchange Traded (XLI)
Vanguard Total International Bnd Etf Uit Exchange Traded (BNDX)
Ishares Brd Usd Inv Grd Corp Bd Etf Uit Exchange Traded (USIG)

View all positions for 10Elms

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq