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Schwab Strategic Tr us dividend eq shares owned by Mb, Levis & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Mb, Levis & Associates from 13F filings

Historical chart of Mb, Levis & Associates investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by Mb, Levis & Associates 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 Mb, Levis & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $31k 1.1k 27.29
2025-06-30 $115k 4.3k 26.50
2025-03-31 $4.2k 149 27.98
2024-12-31 $3.4k 124 27.32

More positions owned by Mb, Levis & Associates

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Wisdomtree Tr Us High Dividend (DHS)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Ibonds Dec 2035 (IBCA)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 2034 (IBDZ)
Ishares Tr Ibonds Dec 2032 (IBDX)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Ishares Tr Ibonds Dec 2033 (IBDY)
American Centy Etf Tr Us Quality Grow (QGRO)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)

View all positions for Mb, Levis & Associates

Top funds holding Schwab Strategic Tr us dividend eq

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