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Schwab Strategic Tr us dividend eq shares owned by Carmel Capital Partners

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

Historical chart of Carmel Capital 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 Carmel Capital 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 Carmel Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $352k 13k 27.30
2023-09-30 $39k 550 70.76

More positions owned by Carmel Capital Partners

Home Depot (HD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Palantir Technologies Cl A (PLTR)
Lennar Corp Cl A (LEN)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Vaneck Etf Trust Preferred Securt (PFXF)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Tesla Motors (TSLA)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Series Portfolios Tr Eldridge Aaa Clo (CLOX)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Qualcomm (QCOM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Carmel Capital Partners

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