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Schwab Strategic Tr us dividend eq shares owned by BlueStem Wealth Partners

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

Historical chart of BlueStem Wealth Partners 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 BlueStem Wealth Partners 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 BlueStem Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 99k 27.43
2025-09-30 $2.7M 100k 27.30
2025-06-30 $2.4M 90k 26.50
2025-03-31 $2.0M 73k 27.96
2024-12-31 $1.9M 68k 27.32

More positions owned by BlueStem Wealth Partners

Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Schwab International Equity Etf Etf (SCHF)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Columbia Research Enhanced Core Etf Etf (RECS)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Growth Etf Etf (VUG)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Jpmorgan Mortgage-backed Securities Etf Etf (JMTG)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Value Etf Etf (VTV)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Ishares Core International Aggregate Bond Etf Etf (IAGG)

View all positions for BlueStem Wealth Partners

Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq