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Schwab Strategic Tr us dividend eq shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services 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 CBIZ Investment Advisory Services 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 CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $48k 1.8k 27.43
2025-09-30 $12k 420 27.29
2025-06-30 $11k 418 26.50
2025-03-31 $12k 416 27.96

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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View all positions for CBIZ Investment Advisory Services

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Cetera Investment Advisers
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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