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Schwab Strategic Tr us dividend eq shares owned by Heritage Investors Management Corp.

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Heritage Investors Management Corp. from 13F filings

Historical chart of Heritage Investors Management Corp. 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 Heritage Investors Management Corp. 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 Heritage Investors Management Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 8.3k 27.29

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