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Schwab Strategic Tr us dividend eq shares owned by Leeward Financial Partners

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

Historical chart of Leeward Financial Partners 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 Leeward Financial Partners 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 Leeward Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $318k 12k 27.30
2025-06-30 $309k 12k 26.50

More positions owned by Leeward Financial Partners

Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Inf Tech Etf (VGT)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Goldman Sachs (GS)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Leeward Financial Partners

Top funds holding Schwab Strategic Tr us dividend eq

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View all funds holding Schwab Strategic Tr us dividend eq