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Schwab Strategic Tr us dividend eq shares owned by CPA Asset Management

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

Historical chart of CPA Asset Management 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 CPA Asset Management 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 CPA Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $948k 35k 27.30

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
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Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Investment Grade (IGEB)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Caterpillar (CAT)

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Top funds holding Schwab Strategic Tr us dividend eq

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