Creekside Partners »

Schwab Strategic Tr us dividend eq shares owned by Creekside Partners

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

Historical chart of Creekside Partners 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 Creekside Partners 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 Creekside Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $275k 3.2k 84.53
2024-06-30 $251k 3.2k 77.75

More positions owned by Creekside Partners

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Msci Kld400 Soc (DSI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Creekside Partners

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq