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Schwab Strategic Tr us dividend eq shares owned by Alpha Financial Advisors

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

Historical chart of Alpha Financial 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 Alpha Financial 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 Alpha Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $299k 11k 27.30
2025-06-30 $287k 11k 26.50
2025-03-31 $299k 11k 27.96
2024-12-31 $290k 11k 27.32

More positions owned by Alpha Financial Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
T Rowe Price Etf Us Equity Resear (TSPA)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Val (DFSV)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares U S Etf Tr Short Duration B (NEAR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Alpha Financial 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