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One Charles Private Wealth Services »

Schwab Strategic Tr us dividend eq shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth 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 One Charles Private Wealth 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 One Charles Private Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.6M	57k	27.30
2025-06-30	$2.0M	75k	26.50

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