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Schwab Strategic Tr us dividend eq shares owned by Crusonia Wealth Advisors

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

Historical chart of Crusonia Wealth 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 Crusonia Wealth 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 Crusonia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $730k 27k 27.43

More positions owned by Crusonia Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Victory Portfolios Ii Core Intermediat (UITB)
First Tr Exchange-traded A Com Shs (FEX)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
First Tr Exchange-traded A Com Shs (FYX)

View all positions for Crusonia Wealth Advisors

Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq