Cary Street Partners Financial »

Schwab Strategic Tr us dividend eq shares owned by Cary Street Partners Financial

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

Historical chart of Cary Street Partners 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 Cary Street Partners 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 Cary Street Partners Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 439k 27.30
2025-06-30 $12M 440k 26.50

More positions owned by Cary Street Partners Financial

Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Growth Etf Etf (VUG)
Fairlead Tactical Sector ETF Etf (TACK)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Tcw Flexible Income Etf Etf (FLXR)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Jpmorgan Income Etf Etf (JPIE)
Amazon Stock (AMZN)
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Vanguard Small-cap Etf Etf (VB)
Jpmorgan Active Growth Etf Etf (JGRO)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Cary Street Partners Financial

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq