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Schwab Strategic Tr us dividend eq shares owned by CPR Investments

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

Historical chart of CPR Investments 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 CPR Investments 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 CPR Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $345k 13k 27.43
2025-09-30 $450k 17k 27.30
2025-06-30 $372k 14k 26.50
2025-03-31 $311k 11k 27.96
2024-09-30 $321k 3.8k 84.53

More positions owned by CPR Investments

Invesco Exch Traded Fd Tr Short Term Treas (TBLL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr U.s. Tech Etf (IYW)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Investment Managers Ser Tr Tradr 2x Long In (QQQP)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Proshares Tr Short S&p 500 Ne (SH)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Investment Managers Ser Tr Tradr 2x Long Sp (SPYQ)
Spdr Series Trust State Street Spd (BIL)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Us Aggbd Et (AGG)
Etf Opportunities Trust Idx Alternative (GLDB)
Ishares Tr U.s. Utilits Etf (IDU)

View all positions for CPR Investments

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Cetera Investment Advisers
LPL Financial
Sumitomo Life Insurance
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Wells Fargo & Company
Honkamp Krueger Financial Services
Commonwealth Equity Services
Cassaday & Co Wealth Management
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq