Finley Financial »

Schwab Strategic Tr us dividend eq shares owned by Finley Financial

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

Historical chart of Finley Financial 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 Finley Financial 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 Finley Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2k 45 27.31
2025-06-30 $1.2k 45 26.51
2025-03-31 $1.2k 45 25.89
2024-12-31 $1.3k 45 27.82

More positions owned by Finley Financial

Ishares Russell 3000 Etf Russell 3000 Etf (IWV)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
Ishares Tr Core Msci Total Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Us Technology Etf U.s. Tech Etf (IYW)
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM)
Ishares Us Financials Etf U.s. Finls Etf (IYF)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Tr Micro-cap Etf Micro-cap Etf (IWC)
Ishares Msci Eurozone Etf Msci Eurzone Etf (EZU)
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Select Sector Spdr Trust Technology Select Sector Usd Dis Technology (XLK)

View all positions for Finley Financial

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