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Schwab Strategic Tr us dividend eq shares owned by Allegiance Financial Group Advisory Services

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Allegiance Financial Group Advisory Services from 13F filings

Historical chart of Allegiance Financial Group Advisory Services 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 Allegiance Financial Group Advisory Services 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 Allegiance Financial Group Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $318k 10k 30.68

More positions owned by Allegiance Financial Group Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Core Fi (AVIG)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr International Lr (AVIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Broad Usd High (USHY)
American Centy Etf Tr Real Estate Etf (AVRE)
Microsoft Corporation (MSFT)
American Centy Etf Tr Emerging Mkt Val (AVES)
Ishares Core Msci Emkt (IEMG)

View all positions for Allegiance Financial Group Advisory Services

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
LPL Financial
Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Cassaday & Co Wealth Management
Commonwealth Equity Services
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq