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Schwab Strategic Tr us dividend eq shares owned by Buck Wealth Strategies

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

Historical chart of Buck Wealth Strategies 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 Buck Wealth Strategies 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 Buck Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $331k 12k 27.43
2025-09-30 $347k 13k 27.30
2025-06-30 $344k 13k 26.50
2025-03-31 $263k 9.4k 27.96

More positions owned by Buck Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Magna Intl Inc cl a (MGA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Buck Wealth Strategies

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