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McGrath & Associates »

Schwab Strategic Tr us dividend eq shares owned by McGrath & Associates

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

Historical chart of McGrath & Associates investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by McGrath & 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 McGrath & Associates

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$3.1M	112k	27.30
2025-06-30	$3.1M	118k	26.50
2025-03-31	$3.4M	121k	27.96

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Pimco Etf Tr Active Bd Etf (BOND)

Wisdomtree Tr Efficient Gld Pl (GDE)

Tidal Trust Ii Return Stacked U (RSSY)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Tidal Trust Ii Return Stckd Us (RSST)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Schwab Strategic Tr Fundamental Us S (FNDA)

Dimensional Etf Trust World Ex Us Core (DFAX)

Schwab Strategic Tr Fundamental Intl (FNDC)

Schwab Strategic Tr Fundamental Intl (FNDF)

Dimensional Etf Trust Emerging Mkts Va (DFEV)

Schwab Strategic Tr Fundamental Us L (FNDX)

Schwab Strategic Tr Fundamental Emer (FNDE)

Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for McGrath & Associates

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