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Schwab Strategic Tr us dividend eq shares owned by Birch Hill Investment Advisors

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

Historical chart of Birch Hill Investment 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 Birch Hill Investment 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 Birch Hill Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $261k 8.5k 30.68
2025-12-31 $233k 8.5k 27.43

More positions owned by Birch Hill Investment Advisors

Amazon (AMZN)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
TJX Companies (TJX)
Apple (AAPL)
Amphenol Corp Cl A (APH)
Ecolab (ECL)
Marsh & McLennan Companies (MRSH)
Rockwell Automation (ROK)
International Business Machines (IBM)
Vertex Pharmaceuticals Incorporated (VRTX)
Edwards Lifesciences (EW)
Kroger (KR)
Watts Water Technologies Cl A (WTS)

View all positions for Birch Hill Investment 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