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Schwab Strategic Tr us dividend eq shares owned by IF Advisors

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

Historical chart of IF Advisors 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 IF Advisors 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 IF Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $930k 30k 30.68

More positions owned by IF Advisors

Vanguard Index Funds Vanguard Large-Cap ETF (VV)
Vanguard Index Funds Vanguard FTSE Developed Markets ETF (VEA)
Vanguard Index Funds Vanguard Mid-Cap ETF (VO)
JPMorgan Trust I JPMorgan Ultra-Short Municipal Income ETF (JMST)
Vanguard Index Funds Vanguard FTSE Emerging Markets ETF (VWO)
Berkshire Hathaway Inc Del Class B Common Stock (BRK.B)
Vanguard Index Funds Vanguard Value ETF (VTV)
Vanguard Bond Index Funds Vanguard Total Bond Market ETF (BND)
iShares Trust iShares MSCI EAFE Value ETF (EFV)
Vanguard Index Funds Vanguard Small-Cap ETF (VB)
iShares Trust iShares Short-Term National Muni Bond ETF (SUB)
Vanguard Municipal Bond Funds Vanguard Short-Term Tax-Exempt Bond ETF (VTES)
Vanguard Index Funds Vanguard Total Stock Market ETF (VTI)
iShares Trust iShares 3-7 Year Treasury Bond ETF (IEI)
American Century ETF Trust Avantis U.S. Small Cap Value ETF (AVUV)

View all positions for IF Advisors

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