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Schwab Strategic Tr us dividend eq shares owned by Bernicke & Associates

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

Historical chart of Bernicke & Associates 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 Bernicke & Associates 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 Bernicke & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $422k 13k 31.71
2026-03-31 $308k 10k 30.68

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View all positions for Bernicke & Associates

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
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LPL Financial
Morgan Stanley
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Raymond James Financial
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UBS Group
Sontag Advisory
Northwestern Mutual Wealth Management Company
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Royal Bank of Canada
Advisor Group Holdings
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View all funds holding Schwab Strategic Tr us dividend eq