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Schwab Strategic Tr us dividend eq shares owned by Innovative Asset Advisors Group

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

Historical chart of Innovative Asset Advisors Group 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 Innovative Asset Advisors Group 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 Innovative Asset Advisors Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $150k 4.9k 30.68

More positions owned by Innovative Asset Advisors Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Inc Cap Stk Cl C CL C (GOOG)
Broadcom (AVGO)
Spdr Gold Shares Etf (GLD)
Nebius Group N.v. Shs Class A Cl A (NBIS)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Raytheon Technologies Corp (RTX)
Palantir Technologies Inc Cl A Cl A (PLTR)
Berkshire Hathaway Inc Del Cl B CL B (BRK.B)
Vanguard S&p 500 Etf Etf (VOO)
Exxon Mobil Corporation (XOM)

View all positions for Innovative Asset Advisors Group

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