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Schwab Strategic Tr us dividend eq shares owned by KKM Financial

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

Historical chart of KKM Financial 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 KKM Financial 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 KKM Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.1M 150k 27.43

More positions owned by KKM Financial

Liberty Media Corp Del Com Lbty One S A (FWONA)
Micron Technology (MU)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Advanced Micro Devices (AMD)
Lam Research Corporation
Apple (AAPL)
Asml Holding N V N Y Registry Shs (ASML)
Comcast Corp Cl A (CMCSA)
Home Depot (HD)
Northern Lts Fd Tr Ii Essential 40 Sto (ESN)
Palo Alto Networks (PANW)
Applied Materials (AMAT)
Microsoft Corporation (MSFT)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for KKM Financial

Top funds holding Schwab Strategic Tr us dividend eq

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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