COFG Advisors »

Schwab Strategic Tr us dividend eq shares owned by COFG Advisors

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

Historical chart of COFG 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 COFG Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by COFG Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $570k 18k 31.71

More positions owned by COFG Advisors

Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Apple (AAPL)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p500 Etf (IVV)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Dow Jones Us Etf (IYY)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for COFG Advisors

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