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Schwab Strategic Tr us dividend eq shares owned by Centricity Wealth Management

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

Historical chart of Centricity Wealth Management 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 Centricity Wealth Management 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 Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $678k 26k 26.50
2025-03-31 $833k 30k 27.96
2024-12-31 $1.1M 40k 27.32

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View all positions for Centricity Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

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