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Schwab Strategic Tr us dividend eq shares owned by Code Waechter

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

Historical chart of Code Waechter 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 Code Waechter 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 Code Waechter

Quarter filed Position value Share count Share price at filing
2025-09-30 $950k 35k 26.87
2025-06-30 $932k 35k 26.50
2025-03-31 $983k 35k 27.95
2024-12-31 $963k 35k 27.32
2024-09-30 $991k 12k 84.52

More positions owned by Code Waechter

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Etf Ser Solutions Aptus Defined (DRSK)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Code Waechter

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