J.E. Simmons & Co., P.C. »

Schwab Strategic Tr us dividend eq shares owned by J.E. Simmons & Co., P.C.

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by J.E. Simmons & Co., P.C. from 13F filings

Historical chart of J.E. Simmons & Co., P.C. 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.E. Simmons & Co., P.C. consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by J.E. Simmons & Co., P.C.

Quarter filed Position value Share count Share price at filing
2026-03-31 $360k 12k 30.68

More positions owned by J.E. Simmons & Co., P.C.

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPTL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Electromed (ELMD)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Matthews Asia Fds Asia Innov Activ (MINV)

View all positions for J.E. Simmons & Co., P.C.

Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq