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Schwab Strategic Tr us dividend eq shares owned by Liberty Wealth Management

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

Historical chart of Liberty Wealth 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 Liberty Wealth 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 Liberty Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $387k 14k 27.43
2024-06-30 $68k 53k 1.29
2023-03-31 $503k 7.0k 71.46
2021-12-31 $220k 2.7k 80.56
2020-03-31 $35k 784 44.64
2019-12-31 $45k 784 57.40
2019-09-30 $43k 784 54.85

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View all positions for Liberty Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

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Envestnet Asset Management
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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