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Schwab Strategic Tr us dividend eq shares owned by Delap Wealth Advisory

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

Historical chart of Delap Wealth Advisory 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 Delap Wealth Advisory 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 Delap Wealth Advisory

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$621k	23k	27.53
2025-06-30	$618k	23k	26.50
2025-03-31	$635k	23k	27.96
2024-12-31	$634k	23k	27.32

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American Centy Etf Tr Intl Smcp Vlu (AVDV)

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Ea Series Trust Ea Bridgeway Omn (BSVO)

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View all positions for Delap Wealth Advisory

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