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Schwab Strategic Tr us dividend eq shares owned by Leo Wealth

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

Historical chart of Leo Wealth 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 Leo Wealth 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 Leo Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $819k 30k 27.30
2025-06-30 $22M 829k 26.50
2025-03-31 $831k 30k 27.96
2024-12-31 $22M 795k 27.32
2024-09-30 $20M 233k 84.53
2024-06-30 $15M 199k 77.43
2024-03-31 $13M 159k 80.17
2023-12-31 $12M 148k 78.70

More positions owned by Leo Wealth

Affirm Hldgs Com Cl A (AFRM)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard World Esg Intl Stk Etf (VSGX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Johnson & Johnson (JNJ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Blackrock (BLK)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

View all positions for Leo Wealth

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq