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Schwab Strategic Tr us dividend eq shares owned by Birchbrook

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

Historical chart of Birchbrook 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 Birchbrook 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 Birchbrook

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8k 248 27.28
2025-06-30 $6.5k 246 26.54
2025-03-31 $6.8k 245 27.94
2024-12-31 $6.7k 243 27.37
2024-09-30 $6.8k 81 84.52
2024-06-30 $6.2k 80 77.76
2024-03-31 $18k 217 80.64
2023-12-31 $27k 358 76.14

More positions owned by Birchbrook

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
IDEXX Laboratories (IDXX)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)

View all positions for Birchbrook

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
Sontag Advisory
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Honkamp Krueger Financial Services
Wells Fargo & Company
Ameriprise Financial

View all funds holding Schwab Strategic Tr us dividend eq