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Apella Capital »

Schwab Strategic Tr us dividend eq shares owned by Apella Capital

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

Historical chart of Apella Capital 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 Apella Capital 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 Apella Capital

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$200k	2.4k	84.54
2024-06-30	$204k	2.6k	77.11
2024-03-31	$202k	2.5k	79.56

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Dimensional Etf Trust Us Targeted Vlu (DFAT)

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Vanguard Index Fds Total Stk Mkt (VTI)

Dimensional Etf Trust Core Fixed Incom (DFCF)

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Dimensional Etf Trust Intl Core Equity (DFIC)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Dimensional Etf Trust Short Duration F (DFSD)

Dimensional Etf Trust Internatnal Val (DFIV)

Vanguard Index Fds Value Etf (VTV)

View all positions for Apella Capital

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