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

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

Historical chart of Accurate 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 Accurate 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 Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $981k 30k 32.40
2023-06-30 $463k 6.3k 73.39
2022-12-31 $33k 420 77.46

More positions owned by Accurate Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
First Tr Exchange-traded First Tr Enh New (FTSM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Procter & Gamble Company (PG)
Global X Fds 1 3 Mo T Bi Et (CLIP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr St Str Techn Etf (XLK)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Tesla Motors (TSLA)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Accurate Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
Rakuten Investment Management
Bank of America Corporation
LPL Financial
Morgan Stanley
Cetera Investment Advisers
Raymond James Financial
Envestnet Asset Management
UBS Group
Sontag Advisory
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Royal Bank of Canada
Advisor Group Holdings
Virginia Estate & Retirement Planning Advisors

View all funds holding Schwab Strategic Tr us dividend eq