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Schwab Strategic Tr us dividend eq shares owned by Accredited Wealth Management

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

Historical chart of Accredited 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 Accredited 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 Accredited Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 19k 567.79

More positions owned by Accredited Wealth Management

American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Int Moat (MOTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core Msci Total (IXUS)
Alphabet Cap Stk Cl C (GOOG)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
American Centy Etf Tr Us Eqt Etf (AVUS)
JPMorgan Chase & Co. (JPM)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
American Centy Etf Tr Emerging Mkt Val (AVES)

View all positions for Accredited Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Cetera Investment Advisers
LPL Financial
Sumitomo Life Insurance
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Wells Fargo & Company
Honkamp Krueger Financial Services
Commonwealth Equity Services
Cassaday & Co Wealth Management
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq