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Schwab Strategic Tr us dividend eq shares owned by Family Wealth Group

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

Historical chart of Family Wealth Group 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 Family Wealth Group 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 Family Wealth Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $216k 6.8k 31.71

More positions owned by Family Wealth Group

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Aim Etf Products Trust Allianzim Us Eqt (SIXD)
Spdr Series Trust St Str P500etf (SPYM)
Aim Etf Products Trust Allianzim Us Eqt (MAYT)
Elevation Series Trust True Se Buff Etf (ONEZ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Core Msci Emkt (IEMG)
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)
Aim Etf Products Trust Allianzim Us Eqt (JUNT)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Aim Etf Products Trust Allianzim Us Eqt (FEBT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Family Wealth Group

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
LPL Financial
Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Virginia Estate & Retirement Planning Advisors
Commonwealth Equity Services
Cassaday & Co Wealth Management

View all funds holding Schwab Strategic Tr us dividend eq