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Schwab Strategic Tr us dividend eq shares owned by Navigoe

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

Historical chart of Navigoe 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 Navigoe 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 Navigoe

Quarter filed Position value Share count Share price at filing
2026-03-31 $112k 3.7k 30.58
2025-12-31 $100k 3.7k 27.30
2025-09-30 $100k 3.7k 27.30

More positions owned by Navigoe

Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr International Lr (AVIV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Apple (AAPL)

View all positions for Navigoe

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
LPL Financial
Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Cassaday & Co Wealth Management
Commonwealth Equity Services
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq