Frederick Financial Consultants »

Schwab Strategic Tr us dividend eq shares owned by Frederick Financial Consultants

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

Historical chart of Frederick Financial Consultants 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 Frederick Financial Consultants 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 Frederick Financial Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $264k 9.7k 27.30
2025-06-30 $368k 14k 26.50
2025-03-31 $438k 16k 27.96
2024-12-31 $447k 16k 27.32

More positions owned by Frederick Financial Consultants

First Tr Exchange Traded Rba Indl Etf (AIRR)
Spdr Series Trust S&p Kensho Futre (FITE)
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Spdr Series Trust Dj Reit Etf (RWR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Apple (AAPL)
Sherwin-Williams Company (SHW)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
NVIDIA Corporation (NVDA)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Proshares Tr Hd Replication (HDG)

View all positions for Frederick Financial Consultants

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