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Schwab Strategic Tr us dividend eq shares owned by Independent Wealth Advisors

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

Historical chart of Independent Wealth 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 Independent Wealth 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 Independent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $489k 16k 30.68
2025-12-31 $436k 16k 27.43

More positions owned by Independent Wealth Advisors

Spdr Gold Tr Gold Shs (GLD)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Gold Tr Ishares New (IAU)
Strategy Day Hagan Smart (SSUS)
Vanguard World Mega Cap Index (MGC)
Ishares Silver Tr Ishares (SLV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Simplify Exchange Traded Fun High Yield Etf (CDX)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Independent Wealth 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