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Schwab Strategic Tr us dividend eq shares owned by Barnes Bonner Castles

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

Historical chart of Barnes Bonner Castles investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by Barnes Bonner Castles 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 Barnes Bonner Castles

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 78k 27.30
2025-06-30 $1.9M 71k 26.50
2025-03-31 $1.6M 59k 27.96
2024-12-31 $3.3M 120k 27.32

More positions owned by Barnes Bonner Castles

Apple (AAPL)
Bank of New York Mellon Corporation (BK)
Cme (CME)
Charles Schwab Corporation (SCHW)
Alphabet Cap Stk Cl A (GOOGL)
Welltower Inc Com reit (WELL)
Unilever Spon Adr New (UL)
Amazon (AMZN)
Us Bancorp Del Com New (USB)
Deere & Company (DE)
Pepsi (PEP)
Johnson & Johnson (JNJ)
Simon Property (SPG)
Merck & Co (MRK)
Corning Incorporated (GLW)

View all positions for Barnes Bonner Castles

Top funds holding Schwab Strategic Tr us dividend eq

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UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq