Cascade Wealth Advisors »

Schwab Strategic Tr us dividend eq shares owned by Cascade Wealth Advisors

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

Historical chart of Cascade Wealth Advisors 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 Cascade Wealth Advisors 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 Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $259k 9.7k 26.77
2025-06-30 $317k 12k 26.88

More positions owned by Cascade Wealth Advisors

Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Neos Etf Trust Nasdaq 100 High (QQQI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Neos Etf Trust Russell 2000 Hig (IWMI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Cascade Wealth Advisors

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