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Schwab Strategic Tr us dividend eq shares owned by Anderson Financial Strategies

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

Historical chart of Anderson Financial Strategies 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 Anderson Financial Strategies 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 Anderson Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-03-31 $52k 1.9k 27.96
2024-12-31 $51k 1.9k 27.32

More positions owned by Anderson Financial Strategies

Wisdomtree Tr Isdomtree Us Va (WTV)
American Centy Etf Tr S Quality Grow (QGRO)
Fidelity Covington Trust Nhanced Intl (FENI)
Ishares Tr Ore Intl Aggr (IAGG)
Flexshares Tr R Scd Us Bd (SKOR)
Spdr Series Trust Bg Conv Sec Etf (CWB)
Ab Active Etfs High Yield Etf (HYFI)
Victory Portfolios Ii Saa Msci Usa Sm (USVM)
Etfis Ser Tr I Irtus Infrcap (PFFA)
J P Morgan Exchange Traded F Ealty Income Et (JPRE)
First Tr Exchange-traded Ng Dur Oprtun (LGOV)
Invesco Exchange Traded Fd T &p Smlcp Moment (XSMO)
Spdr Index Shs Fds &p Em Mkt Div (EDIV)
Hartford Fds Exchange Traded Un Oportunite (HMOP)
Wisdomtree Tr Sdm Emktbd Fd (EMCB)

View all positions for Anderson Financial Strategies

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
Sontag Advisory
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Honkamp Krueger Financial Services
Wells Fargo & Company
Ameriprise Financial

View all funds holding Schwab Strategic Tr us dividend eq