J. Mark Nickell & Co. »

Schwab Strategic Tr us dividend eq shares owned by J. Mark Nickell & Co.

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by J. Mark Nickell & Co. from 13F filings

Historical chart of J. Mark Nickell & Co. 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 J. Mark Nickell & Co. 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 J. Mark Nickell & Co.

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.8M 176k 27.43

More positions owned by J. Mark Nickell & Co.

Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Univrsl Usd (IUSB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Dimensional Etf Trust Internatnal Val (DFIV)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Global Tech Etf (IXN)
Ishares Msci Emrg Chn (EMXC)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for J. Mark Nickell & Co.

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
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Sumitomo Life Insurance
Sontag Advisory
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Honkamp Krueger Financial Services
Wells Fargo & Company
Ameriprise Financial

View all funds holding Schwab Strategic Tr us dividend eq