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Schwab Strategic Tr us dividend eq shares owned by Gwn Securities

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

Historical chart of Gwn Securities 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 Gwn Securities 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 Gwn Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 53k 27.32
2025-06-30 $2.1M 81k 26.51
2025-03-31 $11M 412k 26.46
2024-12-31 $737k 26k 27.97

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Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Johnson & Johnson (JNJ)
Cardinal Health (CAH)

View all positions for Gwn Securities

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
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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
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View all funds holding Schwab Strategic Tr us dividend eq