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Schwab Strategic Tr us dividend eq shares owned by MidAtlantic Capital Management

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

Historical chart of MidAtlantic Capital Management 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 MidAtlantic Capital Management 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 MidAtlantic Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 39k 27.30
2025-06-30 $1.8M 67k 26.50
2025-03-31 $2.7M 98k 27.96
2024-12-31 $2.7M 98k 27.32
2024-09-30 $2.8M 33k 84.53
2024-06-30 $2.7M 34k 77.76
2024-03-31 $2.8M 35k 80.63
2023-12-31 $2.7M 38k 70.12

More positions owned by MidAtlantic Capital Management

Ishares Tr Ore S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr R Unit (SPY)
Vanguard Index Fds Rowth Etf (VUG)
Ishares Tr Us 1000 Grw Etf (IWF)
Vanguard Whitehall Fds Igh Div Yld (VYM)
Spdr Series Trust Rtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA)
Ishares Tr Ore S&p Scp Etf (IJR)
Vanguard Index Fds Cap Gr Idxvip (VOT)
Ishares Tr Ore S&p Mcp Etf (IJH)
Spdr Series Trust Rtflo S&p500 Vl (SPYV)
Wisdomtree Tr S Largecap Divd (DLN)
Vanguard Scottsdale Fds Hrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Ore Plus Bd Etf (JCPB)
Vanguard Bd Index Fds Ntermed Term (BIV)

View all positions for MidAtlantic Capital Management

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