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Schwab Strategic Tr us dividend eq shares owned by Kestra Investment Management

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

Historical chart of Kestra 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 Kestra 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 Kestra Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 18k 84.53

More positions owned by Kestra Investment Management

Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Eafe Grwth Etf (EFG)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Internatnal Val (DFIV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Core Msci Emkt (IEMG)

View all positions for Kestra Investment Management

Top funds holding Schwab Strategic Tr us dividend eq

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Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
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Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq