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Schwab Strategic Tr us dividend eq shares owned by Livelsberger Financial Advisory

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

Historical chart of Livelsberger Financial Advisory 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 Livelsberger Financial Advisory 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 Livelsberger Financial Advisory

Quarter filed Position value Share count Share price at filing
2026-09-30 $28k 852 32.55

More positions owned by Livelsberger Financial Advisory

Invesco Insured Municipal Income Trust (IIM)
BlackRock MuniHoldings Fund (MHD)
Abbvie (ABBV)
Gorman-Rupp Company (GRC)
Welltower Inc Com reit (WELL)
Pimco High Income Com Shs (PHK)
Apple (AAPL)
Dws Municipal Income Cf non-tax cef (KTF)
Select Sector Spdr Tr Indl (XLI)
Global X Fds Cybrscurty Etf (BUG)
Intel Corporation (INTC)
Abbott Laboratories (ABT)
Parker-Hannifin Corporation (PH)
Nuveen Municipal Credit Com Sh Ben Int (NZF)
Merck & Co (MRK)

View all positions for Livelsberger Financial Advisory

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
Rakuten Investment Management
Bank of America Corporation
LPL Financial
Cetera Investment Advisers
Raymond James Financial
Envestnet Asset Management
UBS Group
Sontag Advisory
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Royal Bank of Canada
Advisor Group Holdings
Cassaday & Co Wealth Management
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq