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Schwab Strategic Tr us dividend eq shares owned by Holistic Financial Partners

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

Historical chart of Holistic Financial Partners 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 Holistic Financial Partners 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 Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $209k 6.8k 30.68

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchange-traded A Com Shs (FTA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)
First Tr Exchange-traded Dj Internt Idx (FDN)
NVIDIA Corporation (NVDA)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded SHS (QTEC)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Holistic Financial Partners

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
Commonwealth Equity Services
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq