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Schwab Strategic Tr us dividend eq shares owned by Avantra Family Wealth

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

Historical chart of Avantra Family Wealth 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 Avantra Family Wealth 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 Avantra Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $605k 22k 27.30
2025-06-30 $579k 22k 26.50
2025-03-31 $643k 23k 27.96
2024-12-31 $660k 24k 27.32

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First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)
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Marathon Petroleum Corp (MPC)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)

View all positions for Avantra Family Wealth

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