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Schwab Strategic Tr us dividend eq shares owned by Fortitude Advisory Group

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

Historical chart of Fortitude Advisory Group 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 Fortitude Advisory Group 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 Fortitude Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $440k 14k 30.68

More positions owned by Fortitude Advisory Group

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Paccar (PCAR)
Costco Wholesale Corporation (COST)
Micron Technology (MU)
Ftai Aviation SHS (FTAI)
Vanguard Index Fds Large Cap Etf (VV)
A2z Cust2mate Solutions Corp (AZ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Fortitude Advisory Group

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
Commonwealth Equity Services
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq