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Schwab Strategic Tr us dividend eq shares owned by Chevoit Value Management

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

Historical chart of Chevoit Value 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 Chevoit Value 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 Chevoit Value Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $120k 4.4k 27.00
2025-06-30 $119k 4.4k 26.88
2025-03-31 $114k 4.4k 25.80

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View all positions for Chevoit Value Management

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
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Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
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Commonwealth Equity Services
Advisor Group Holdings
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View all funds holding Schwab Strategic Tr us dividend eq