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

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

Historical chart of CFS 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 CFS 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 CFS Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $373k 14k 27.03
2023-06-30 $308k 4.2k 72.68
2021-06-30 $2.3M 31k 75.63

More positions owned by CFS Investment Advisory Services

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Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p500 Etf (IVV)
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Spdr Series Trust Portfolio Ln Tsr (SPTL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for CFS Investment Advisory Services

Top funds holding Schwab Strategic Tr us dividend eq

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Advisor Group Holdings
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View all funds holding Schwab Strategic Tr us dividend eq