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Schwab Strategic Tr us dividend eq shares owned by Members Wealth

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

Historical chart of Members 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 Members 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 Members Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 135k 27.53
2025-03-31 $3.8M 136k 27.96
2024-12-31 $3.5M 128k 27.65
2024-06-30 $3.7M 134k 27.32

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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
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UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
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View all funds holding Schwab Strategic Tr us dividend eq