Black Diamond Financial »

Schwab Strategic Tr us dividend eq shares owned by Black Diamond Financial

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

Historical chart of Black Diamond Financial 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 Black Diamond Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Black Diamond Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $267k 8.4k 31.71

More positions owned by Black Diamond Financial

Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust St Inter Etf (SPTI)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Lindblad Expeditions Hldgs I (LIND)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Mrgstr Md Cp Val (IMCV)

View all positions for Black Diamond Financial

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
Rakuten Investment Management
Bank of America Corporation
LPL Financial
Morgan Stanley
Cetera Investment Advisers
Raymond James Financial
Envestnet Asset Management
UBS Group
Sontag Advisory
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Royal Bank of Canada
Advisor Group Holdings
Virginia Estate & Retirement Planning Advisors

View all funds holding Schwab Strategic Tr us dividend eq