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Schwab Strategic Tr us dividend eq shares owned by Adams Asset Advisors

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

Historical chart of Adams Asset Advisors 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 Adams Asset Advisors 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 Adams Asset Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3M 232k 27.30
2025-06-30 $6.1M 232k 26.50

More positions owned by Adams Asset Advisors

Occidental Petroleum Corporation (OXY)
Calumet (CLMT)
Suno (SUN)
Energy Transfer Equity (ET)
Apple (AAPL)
Dorchester Minerals (DMLP)
British American Tobac (BTI)
Newmont Mining Corporation (NEM)
Altria (MO)
Citigroup (C)
Abbvie (ABBV)
Wells Fargo & Company (WFC)
Plains All American Pipeline (PAA)
Bank of America Corporation (BAC)
Western Midstream Partners (WES)

View all positions for Adams Asset Advisors

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