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Schwab Strategic Tr us dividend eq shares owned by Financial Management

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

Historical chart of Financial Management 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 Financial Management 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 Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $551k 18k 30.68
2025-12-31 $1.2M 42k 27.43

More positions owned by Financial Management

Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Spdr Series Trust State Street Spd (SPSB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Spdr Series Trust State Street Spd (SJNK)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Spdr Index Shs Fds State Street Spd (SPEM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Cre U S Reit Etf (USRT)
Wal-Mart Stores (WMT)
Janus Detroit Str Tr Henderson Mtg (JMBS)

View all positions for Financial Management

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
Cassaday & Co Wealth Management
Advisor Group Holdings
Commonwealth Equity Services

View all funds holding Schwab Strategic Tr us dividend eq