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Schwab Strategic Tr us dividend eq shares owned by Keating Financial Advisory Services

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Keating Financial Advisory Services from 13F filings

Historical chart of Keating Financial Advisory Services 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 Keating Financial Advisory Services 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 Keating Financial Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $788k 26k 30.68

More positions owned by Keating Financial Advisory Services

Apple (AAPL)
Dimensional Us Core Equity Market Etf Us Core Eqt Mkt (DFAU)
NVIDIA Corporation (NVDA)
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)
Dimensional Us High Profitability Etf Us High Profitab (DUHP)
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)
Dimensional International Core Equity Market Etf Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Dimensional Core Fixed Income Etf Core Fixed Incom (DFCF)
Invesco S&p 500 Momentum Etf S&p 500 Momntm (SPMO)
Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG)
Invesco Qqq Trust Unit Ser 1 (QQQ)
Amazon (AMZN)
Dimensional International High Profitability Etf Intl High Profit (DIHP)
Dimensional Us Core Equity 1 Etf Us Core Equity 1 (DCOR)

View all positions for Keating Financial Advisory Services

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