MFA Wealth Services »

Schwab Strategic Tr us dividend eq shares owned by MFA Wealth Services

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

Historical chart of MFA Wealth Services 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 MFA Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by MFA Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.3B 228k 27429.97

More positions owned by MFA Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Quality Grow (QGRO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Us Vlu (IUSV)
Fidelity Covington Trust Fundamental Smal (FFSM)
Amgen (AMGN)

View all positions for MFA Wealth Services

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