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Schwab Strategic Tr us dividend eq shares owned by Basecamp Wealth Advisors

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

Historical chart of Basecamp Wealth Advisors 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 Basecamp Wealth Advisors 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 Basecamp Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $476k 16k 30.68
2025-12-31 $431k 16k 27.43

More positions owned by Basecamp Wealth Advisors

Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)
Vanguard Intl Equity Index Fds Allwrld Ex Us Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index Fds Tt Wrld St Etf Tt Wrld St Etf (VT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)
Amazon (AMZN)
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)
Sprott Physical Gold Trust Unit Isin #ca85207h1047 Sedol #byvw239 Physical Gold Tr (PHYS)
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)
Vanguard Total International Stock Index Fund Vg Tl Intl Stk F (VXUS)
Ishares Russell 3000 Etf Russell 3000 Etf (IWV)
Ishares Russell 1000 Index Fund Rus 1000 Etf (IWB)

View all positions for Basecamp Wealth Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
LPL Financial
Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Cassaday & Co Wealth Management
Commonwealth Equity Services
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq