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Schwab Strategic Tr us dividend eq shares owned by BG Investment Services

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

Historical chart of BG Investment 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 BG Investment 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 BG Investment Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 62k 27.30
2025-06-30 $910k 34k 26.80
2025-03-31 $281k 10k 27.96
2024-12-31 $234k 8.6k 27.32

More positions owned by BG Investment Services

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Covington Trust High Divid Etf (FDVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Fidelity Covington Trust Enhanced High Yi (FDHY)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Us Infrastruc (IFRA)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for BG Investment Services

Top funds holding Schwab Strategic Tr us dividend eq

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Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq