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Schwab Strategic Tr us dividend eq shares owned by Birch Financial Group

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

Historical chart of Birch Financial Group 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 Birch Financial Group 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 Birch Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 8.5k 27.30

More positions owned by Birch Financial Group

American Express Company (AXP)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Home Depot (HD)
Ameriprise Financial (AMP)
Microsoft Corporation (MSFT)
General Dynamics Corporation (GD)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs (GS)
Bank of America Corporation (BAC)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Birch Financial Group

Top funds holding Schwab Strategic Tr us dividend eq

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