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

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

Historical chart of Emergent 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 Emergent 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 Emergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $507k 19k 27.30
2025-06-30 $521k 15k 34.16

More positions owned by Emergent Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Pfd And Incm Sec (PFF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Emergent Wealth Advisors

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