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Schwab Strategic Tr us dividend eq shares owned by Daymark Wealth Partners

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

Historical chart of Daymark Wealth 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 Daymark Wealth Partners 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 Daymark Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $774k 28k 27.30
2025-06-30 $424k 16k 26.50
2025-03-31 $378k 14k 27.96
2024-12-31 $369k 14k 27.32
2024-09-30 $386k 4.6k 84.53

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Amazon (AMZN)
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Procter & Gamble Company (PG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Amgen (AMGN)
Progressive Corporation (PGR)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Active Growth (JGRO)
Visa Com Cl A (V)
Oracle Corporation (ORCL)

View all positions for Daymark Wealth Partners

Top funds holding Schwab Strategic Tr us dividend eq

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UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
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View all funds holding Schwab Strategic Tr us dividend eq