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Schwab Strategic Tr us dividend eq shares owned by HighPoint Advisor

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

Historical chart of HighPoint Advisor 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 HighPoint Advisor 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 HighPoint Advisor

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.9M 95k 30.68
2025-12-31 $2.1M 75k 27.43

More positions owned by HighPoint Advisor

State Street MF Closed and MF Open (SPY)
State Street MF Closed and MF Open (SPDW)
State Street MF Closed and MF Open (SPYG)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLK)
State Street MF Closed and MF Open (SPYM)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JIRE)
Ishares Core MF Closed and MF Open (ITOT)
Dimensional Intl MF Closed and MF Open (DFAI)
Avantis Emerging MF Closed and MF Open (AVEM)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPTM)

View all positions for HighPoint Advisor

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
LPL Financial
Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Cassaday & Co Wealth Management
Advisor Group Holdings
Commonwealth Equity Services

View all funds holding Schwab Strategic Tr us dividend eq