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Schwab Strategic Tr us dividend eq shares owned by Elmwood Wealth Management

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

Historical chart of Elmwood Wealth Management 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 Elmwood Wealth Management 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 Elmwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 37k 27.43
2020-03-31 $60k 1.2k 49.03
2019-09-30 $12k 225 53.33
2019-06-30 $48k 913 52.57
2019-03-31 $48k 913 52.57
2018-12-31 $57k 1.2k 46.61
2018-09-30 $65k 1.2k 53.00
2018-06-30 $60k 1.2k 49.29
2018-03-31 $60k 1.2k 49.03

More positions owned by Elmwood Wealth Management

Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr TRS FLT RT BD (TFLO)
Blackrock Etf Trust Ii Ishares Short-te (CALI)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Innovator Etfs Trust Innovator Deepw (LOUP)
NVIDIA Corporation (NVDA)
Ishares Tr Shrt Nat Mun Etf (SUB)
Amplify Etf Tr Cwp Intl Enhance (IDVO)
Ssga Active Etf Tr State Street Dou (TOTL)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Elmwood Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
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
Honkamp Krueger Financial Services
Wells Fargo & Company
Ameriprise Financial

View all funds holding Schwab Strategic Tr us dividend eq