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Schwab Strategic Tr us dividend eq shares owned by Copper Harbor Investment Advisors

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

Historical chart of Copper Harbor Investment 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 Copper Harbor Investment 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 Copper Harbor Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.0M 190k 31.71

More positions owned by Copper Harbor Investment Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Active Growth (JGRO)

View all positions for Copper Harbor Investment Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
LPL Financial
Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Cassaday & Co Wealth Management
Advisor Group Holdings
Commonwealth Equity Services

View all funds holding Schwab Strategic Tr us dividend eq