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Schwab Strategic Tr us dividend eq shares owned by Livet Wealth

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

Historical chart of Livet 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 Livet 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 Livet Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.1M 297k 30.68

More positions owned by Livet Wealth

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Spdr Series Trust State Street Spd (SLYG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Cloudflare Cl A Com (NET)
Spdr Series Trust State Street Spd (SLYV)

View all positions for Livet Wealth

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Cetera Investment Advisers
LPL Financial
Sumitomo Life Insurance
Envestnet Asset Management
Raymond James Financial
UBS Group
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