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Schwab Strategic Tr us dividend eq shares owned by Nicolet Advisory Services

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

Historical chart of Nicolet Advisory 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 Nicolet Advisory Services 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 Nicolet Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $516k 19k 27.28
2025-06-30 $493k 19k 26.38

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View all positions for Nicolet Advisory Services

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
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H D Vest Advisory Services
Sontag Advisory
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Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
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View all funds holding Schwab Strategic Tr us dividend eq