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Schwab Strategic Tr us dividend eq shares owned by General Partner

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

Historical chart of General Partner 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 General Partner 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 General Partner

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3k 120 27.30
2025-06-30 $3.2k 120 26.50
2025-03-31 $3.4k 120 27.96
2024-12-31 $3.3k 120 27.32

More positions owned by General Partner

Berkshire Hathaway CL (BRK.A)
Apple CL (AAPL)
Microsoft Corp CL (MSFT)
Alphabet CL (GOOG)
iShares Ultra Short Duration Bond Active ETF CL (ICSH)
Vanguard Small-Cap Value ETF CL (VBR)
Mastercard CL (MA)
Berkshire Hathaway CL (BRK.B)
Home Depot Inc/The CL (HD)
Vanguard Small-Cap ETF CL (VB)
Vanguard Total Bond Market ETF CL (BND)
Vanguard Ftse Developed Etf CL (VEA)
iShares Core S&P Mid-Cap ETF CL (IJH)
Amazon.com CL (AMZN)
Ishares Russell 1000 Growth CL (IWF)

View all positions for General Partner

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