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Schwab Strategic Tr us dividend eq shares owned by Bare Financial Services

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

Historical chart of Bare Financial Services 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 Bare Financial Services 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 Bare Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 43k 27.43

More positions owned by Bare Financial Services

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Value Etf Etf (VTV)
Vanguard Total Bond Market Etf Etf (BND)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Inspire International Etf Etf (WWJD)
Inspire Corporate Bond Etf Etf (IBD)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Crossmark Large Cap Growth Etf Etf (CLCG)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Eventide High Dividend Etf Etf (ELCV)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Vanguard Mid-cap Growth Etf Etf (VOT)

View all positions for Bare Financial Services

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
Ameriprise Financial
Cassaday & Co Wealth Management

View all funds holding Schwab Strategic Tr us dividend eq