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Schwab Strategic Tr us dividend eq shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning 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 Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 63k 27.30
2025-06-30 $1.6M 62k 26.50
2025-03-31 $1.8M 63k 27.96
2024-12-31 $1.7M 64k 27.32

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View all positions for Comprehensive Financial Planning

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