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Schwab Strategic Tr us dividend eq shares owned by Attessa Capital

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

Historical chart of Attessa 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 Attessa 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 Attessa Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 52k 27.30
2025-06-30 $1.8M 67k 26.50
2025-03-31 $2.1M 77k 27.96
2024-12-31 $2.4M 87k 27.32

More positions owned by Attessa Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Schwab Strategic Tr Long Term Us (SCHQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)

View all positions for Attessa Capital

Top funds holding Schwab Strategic Tr us dividend eq

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H D Vest Advisory Services
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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