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Schwab Strategic Tr us dividend eq shares owned by Northstar Financial Companies

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

Historical chart of Northstar Financial Companies 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 Northstar Financial Companies 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 Northstar Financial Companies

Quarter filed Position value Share count Share price at filing
2025-09-30 $450k 17k 27.30
2025-06-30 $531k 20k 26.50
2025-03-31 $561k 20k 27.96
2024-12-31 $577k 21k 27.32

More positions owned by Northstar Financial Companies

Ishares Tr Rus 1000 Etf (IWB)
Visa Com Cl A (V)
Apple (AAPL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Verizon Communications (VZ)
Chevron Corporation (CVX)
Pepsi (PEP)
Ishares Tr Core S&p Ttl Stk (ITOT)
AFLAC Incorporated (AFL)
Raytheon Technologies Corp (RTX)

View all positions for Northstar Financial Companies

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