Fidelis Capital Partners »

Schwab Strategic Tr us dividend eq shares owned by Fidelis Capital Partners

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

Historical chart of Fidelis Capital Partners 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 Fidelis Capital Partners 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 Fidelis Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $532k 20k 27.30
2025-06-30 $499k 19k 26.68
2025-03-31 $480k 19k 25.67

More positions owned by Fidelis Capital Partners

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Sprott Asset Management Physical Silver (PSLV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Fidelis Capital Partners

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