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Schwab Strategic Tr us dividend eq shares owned by My Purposeful Wealth Corp.

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

Historical chart of My Purposeful Wealth Corp. 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 My Purposeful Wealth Corp. 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 My Purposeful Wealth Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9M 288k 27.30
2025-06-30 $5.6M 211k 26.68

More positions owned by My Purposeful Wealth Corp.

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Tapestry (TPR)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Union Pacific Corporation (UNP)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust S&p 600 Smcp Val (SLYV)

View all positions for My Purposeful Wealth Corp.

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