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Schwab Strategic Tr us dividend eq shares owned by Investment Management Trust

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

Historical chart of Investment Management Trust 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 Investment Management Trust 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 Investment Management Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $615k 20k 30.68

More positions owned by Investment Management Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)
Caterpillar (CAT)
Select Sector Spdr Tr State Street Uti (XLU)
Spdr Series Trust State Street Spd (SPYM)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Investment Management Trust

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