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Schwab Strategic Tr us dividend eq shares owned by GEM Asset Management

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

Historical chart of GEM Asset 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 GEM Asset 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 GEM Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 7.4k 27.90

More positions owned by GEM Asset Management

SYSCO Corporation (SYY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Ishares Tr Us Sml Cap Eqt (SMLF)
Microsoft Corporation (MSFT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for GEM Asset Management

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
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Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Wells Fargo & Company
Honkamp Krueger Financial Services
Commonwealth Equity Services
Ameriprise Financial
Cassaday & Co Wealth Management

View all funds holding Schwab Strategic Tr us dividend eq