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Schwab Strategic Tr us dividend eq shares owned by Axim Planning & Wealth

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

Historical chart of Axim Planning & 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 Axim Planning & 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 Axim Planning & Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $441k 14k 30.68

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Top funds holding Schwab Strategic Tr us dividend eq

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Sontag Advisory
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Virginia Estate & Retirement Planning Advisors
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View all funds holding Schwab Strategic Tr us dividend eq