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Schwab Strategic Tr us dividend eq shares owned by Chancellor Financial Group WB

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Chancellor Financial Group WB from 13F filings

Historical chart of Chancellor Financial Group WB 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 Chancellor Financial Group WB 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 Chancellor Financial Group WB

Quarter filed Position value Share count Share price at filing
2026-06-30 $584k 18k 31.71

More positions owned by Chancellor Financial Group WB

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
Nextera Energy (NEE)
Visa Com Cl A (V)
Citigroup Com New (C)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Cummins (CMI)
Broadcom (AVGO)
Bank of America Corporation (BAC)

View all positions for Chancellor Financial Group WB

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
Rakuten Investment Management
Bank of America Corporation
LPL Financial
Morgan Stanley
Cetera Investment Advisers
Raymond James Financial
Envestnet Asset Management
UBS Group
Sontag Advisory
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Royal Bank of Canada
Advisor Group Holdings
Virginia Estate & Retirement Planning Advisors

View all funds holding Schwab Strategic Tr us dividend eq