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Schwab Strategic Tr us dividend eq shares owned by Disciplined Investors

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

Historical chart of Disciplined Investors 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 Disciplined Investors 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 Disciplined Investors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 46k 27.30
2025-06-30 $1.2M 47k 26.50
2025-03-31 $1.1M 39k 27.96
2024-12-31 $1.1M 39k 27.30

More positions owned by Disciplined Investors

Ishares Tr Intl Sel Div Etf (IDV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Global Core Plus (DFGP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Cadence Bank (CADE)

View all positions for Disciplined Investors

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq