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Schwab Strategic Tr us dividend eq shares owned by GenWealth Group

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

Historical chart of GenWealth 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 GenWealth 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 GenWealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $401k 14k 28.09
2025-09-30 $389k 14k 27.30

More positions owned by GenWealth Group

Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Wisdomtree Tr Blmbg Us Bull (USDU)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPYG)

View all positions for GenWealth Group

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Cetera Investment Advisers
LPL Financial
Sumitomo Life Insurance
Envestnet Asset Management
Raymond James Financial
UBS Group
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