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Schwab Strategic Tr us dividend eq shares owned by Financeware

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

Historical chart of Financeware 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 Financeware 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 Financeware

Quarter filed Position value Share count Share price at filing
2025-09-30 $910k 33k 27.30
2025-06-30 $898k 34k 26.50
2025-03-31 $660k 24k 27.96
2020-03-31 $25k 565 44.25

More positions owned by Financeware

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ea Series Trust Alpha Architect (CAOS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Sprott Asset Management Physical Silver (PSLV)
Sprott Asset Management Physical Gold Tr (PHYS)
RBB Us Treasr 10 Yr (UTEN)
Invesco SHS (IVZ)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr Series Trust Nuveen Ice Munic (TFI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr National Mun Etf (MUB)

View all positions for Financeware

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