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Schwab Strategic Tr us dividend eq shares owned by Facet Wealth

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

Historical chart of Facet Wealth 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 Facet Wealth 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 Facet Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $664k 24k 27.30
2022-09-30 $1.2M 16k 74.26
2022-06-30 $1.2M 17k 71.61
2022-03-31 $1.4M 18k 78.90
2021-12-31 $1.5M 19k 80.85
2021-09-30 $1.5M 20k 74.26
2021-06-30 $1.5M 20k 75.63
2021-03-31 $1.7M 23k 72.93
2020-12-31 $1.6M 24k 64.14

More positions owned by Facet Wealth

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Facet Wealth

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