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Schwab Strategic Tr us dividend eq shares owned by Novem Group

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

Historical chart of Novem Group 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 Novem Group 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 Novem Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $574k 21k 27.30
2025-06-30 $540k 20k 26.50
2025-03-31 $8.3M 298k 27.96
2024-12-31 $1.2M 45k 27.32

More positions owned by Novem Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Fidelity Covington Trust Fundamental Larg (FFLC)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Faln Angls Usd (FALN)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Novem Group

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