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Schwab Strategic Tr us dividend eq shares owned by McAdam

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

Historical chart of McAdam 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 McAdam 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 McAdam

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 134k 27.30
2025-06-30 $3.7M 140k 26.50
2025-03-31 $4.1M 147k 27.96
2024-12-31 $4.0M 145k 27.32
2024-09-30 $4.2M 49k 84.53
2024-06-30 $4.4M 56k 77.76
2024-03-31 $4.5M 55k 80.63
2023-12-31 $4.2M 55k 76.13
2023-09-30 $4.0M 56k 70.76
2023-06-30 $4.2M 57k 72.62
2023-03-31 $4.2M 58k 73.16
2022-12-31 $3.5M 44k 80.83
2022-09-30 $3.8M 58k 66.42
2022-06-30 $3.7M 52k 71.63
2022-03-31 $3.6M 46k 78.90
2021-12-31 $3.5M 44k 80.83
2021-09-30 $3.2M 43k 74.24
2021-06-30 $3.3M 44k 76.31
2021-03-31 $3.1M 43k 72.92
2020-12-31 $2.7M 41k 66.00
2020-09-30 $2.1M 38k 55.31
2020-06-30 $1.8M 35k 51.76
2020-03-31 $1.6M 35k 44.99
2019-12-31 $2.1M 36k 57.92
2019-09-30 $1.7M 31k 54.78
2019-06-30 $1.3M 24k 53.07
2019-03-31 $1.1M 21k 52.26
2018-12-31 $910k 19k 46.96
2018-09-30 $1.1M 20k 53.31
2018-06-30 $965k 20k 49.26
2018-03-31 $934k 19k 49.01
2017-12-31 $766k 16k 46.83
2017-09-30 $766k 16k 46.83
2017-06-30 $727k 16k 45.11
2017-03-31 $682k 15k 44.57
2016-12-31 $733k 17k 43.59

More positions owned by McAdam

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for McAdam

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