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Schwab Strategic Tr us dividend eq shares owned by Journey Retirement Planning & Investment Management

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

Historical chart of Journey Retirement Planning & Investment Management 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 Journey Retirement Planning & Investment Management 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 Journey Retirement Planning & Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $675k 22k 30.68
2025-12-31 $1.2M 44k 27.43

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View all positions for Journey Retirement Planning & Investment Management

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
Advisor Group Holdings
Commonwealth Equity Services

View all funds holding Schwab Strategic Tr us dividend eq