Fermata Advisors »

Schwab Strategic Tr us dividend eq shares owned by Fermata Advisors

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

Historical chart of Fermata 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 Fermata Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 26k 84.53
2024-06-30 $7.6M 97k 77.76
2024-03-31 $7.7M 95k 80.63
2023-12-31 $6.1M 81k 76.13
2023-09-30 $4.2M 59k 70.77
2023-06-30 $244k 3.4k 72.64
2023-03-31 $1.4M 19k 73.16
2022-12-31 $18M 233k 75.54

More positions owned by Fermata Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard World Extended Dur (EDV)

View all positions for Fermata Advisors

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