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Schwab Strategic Tr us dividend eq shares owned by BLVD Private Wealth

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

Historical chart of BLVD Private Wealth 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 BLVD Private Wealth 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 BLVD Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 52k 27.43
2025-09-30 $1.4M 51k 27.30
2025-06-30 $1.3M 50k 26.50

More positions owned by BLVD Private Wealth

Trane Technologies SHS (TT)
Ingersoll Rand (IR)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Pgim Rock Etf Tr Laddered S&p 500 (PBFR)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
United Parcel Service CL B (UPS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Kraneshares Trust 90 Kweb Jan 27 (KBUF)

View all positions for BLVD Private Wealth

Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq