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Schwab Strategic Tr us dividend eq shares owned by Godfrey Financial Associates

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

Historical chart of Godfrey Financial Associates 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 Godfrey Financial Associates 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 Godfrey Financial Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $54k 1.7k 30.68

More positions owned by Godfrey Financial Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr S&p Mc 400gr Etf (IJK)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Godfrey Financial Associates

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