Jim Saulnier & Associates »

Schwab Strategic Tr us dividend eq shares owned by Jim Saulnier & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Jim Saulnier & Associates from 13F filings

Historical chart of Jim Saulnier & Associates 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 Jim Saulnier & Associates 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 Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $503k 18k 27.43

More positions owned by Jim Saulnier & Associates

Ishares Tr Core 60/40 Balan (AOR)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (BIL)
Pgim Rock Etf Tr S&p 500 Buffer (PBJN)
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Morningstr Us Eq (ILCB)
Pgim Rock Etf Tr S&p 500 Buffer (PBNV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Intrm Gov Cr Etf (GVI)
Pgim Rock Etf Tr S&p 500 Buffer (PBMY)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Jim Saulnier & Associates

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