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Schwab Strategic Tr us dividend eq shares owned by Mowery & Schoenfeld Wealth Management

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

Historical chart of Mowery & Schoenfeld Wealth 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 Mowery & Schoenfeld Wealth 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 Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.4k 344 27.27
2025-06-30 $9.1k 344 26.47
2025-03-31 $9.4k 336 27.96

More positions owned by Mowery & Schoenfeld Wealth Management

Fidelity Covington Trust Msci Info Tech I (FTEC)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Proshares Tr S&p 500 Dv Arist (NOBL)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Wal-Mart Stores (WMT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Eli Lilly & Co. (LLY)
Visa Com Cl A (V)
Oracle Corporation (ORCL)
Ishares Tr Fltg Rate Nt Etf (FLOT)

View all positions for Mowery & Schoenfeld Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

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