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Schwab Strategic Tr us dividend eq shares owned by Chokshi & Queen Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Chokshi & Queen Wealth Advisors from 13F filings

Historical chart of Chokshi & Queen Wealth Advisors 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 Chokshi & Queen Wealth Advisors 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 Chokshi & Queen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $399k 15k 27.30
2025-06-30 $387k 15k 26.50
2025-03-31 $409k 15k 27.96
2024-12-31 $430k 16k 27.32

More positions owned by Chokshi & Queen Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Costco Wholesale Corporation (COST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard World Health Car Etf (VHT)
Visa Com Cl A (V)
Meta Platforms Cl A (META)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Russell 3000 Etf (IWV)
Tesla Motors (TSLA)
Ishares Tr Rus Mid Cap Etf (IWR)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Chokshi & Queen Wealth Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq