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Schwab Strategic Tr us dividend eq shares owned by Evolution Advisers

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

Historical chart of Evolution Advisers 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 Evolution Advisers 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 Evolution Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $14k 170 82.35
2023-12-31 $1.0k 15 66.67

More positions owned by Evolution Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Intermed Term (BIV)
Nushares Etf Tr Nuveen Esg Intl (NUDM)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)
Invesco Exchange Traded Fd T Large Cap Value (PWV)

View all positions for Evolution Advisers

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq