Asset Advisory Group »

Schwab Strategic Tr us dividend eq shares owned by Asset Advisory Group

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

Historical chart of Asset Advisory Group 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 Asset Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Asset Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.4M 240k 30.68

More positions owned by Asset Advisory Group

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Key (KEY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Income Etf (JPIE)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Tesla Motors (TSLA)
Select Sector Spdr Tr State Street Tec (XLK)
Microsoft Corporation (MSFT)

View all positions for Asset Advisory Group

Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq