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Schwab Strategic Tr us dividend eq shares owned by Adapt Wealth Advisors

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

Historical chart of Adapt Wealth 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 Adapt Wealth 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 Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 106k 27.30
2025-06-30 $2.8M 106k 26.50
2025-03-31 $3.0M 109k 27.96
2024-12-31 $3.0M 110k 27.32
2024-09-30 $3.2M 38k 84.53
2024-06-30 $3.0M 39k 77.76
2024-03-31 $3.1M 39k 80.63

More positions owned by Adapt Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Alps Etf Tr Smith Core Plus (SMTH)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Thornburg Etf Tr Intl Equity Etf (TXUE)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Global X Fds Us Infr Dev Etf (PAVE)
Global X Fds Artificial Etf (AIQ)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Tcw Etf Trust Transform System (PWRD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

View all positions for Adapt Wealth 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