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OneAscent Financial Services »

Schwab Strategic Tr us dividend eq shares owned by OneAscent Financial Services

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

Historical chart of OneAscent Financial 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 OneAscent Financial 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 OneAscent Financial Services

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$1.5M	19k	80.65
2023-12-31	$1.4M	19k	76.12
2023-09-30	$657k	9.3k	70.77
2022-09-30	$6.8M	103k	66.43
2022-06-30	$7.0M	98k	71.63

More positions owned by OneAscent Financial Services

Spdr Ser Tr Portfolio S&p500 (SPLG)

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Unified Ser Tr Oneascent Large (OALC)

Unified Ser Tr Oneascent Intl (OAIM)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Spdr Ser Tr Portfolio S&p400 (SPMD)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

Unified Ser Tr Oneascent Emgrg (OAEM)

Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)

Spdr Ser Tr Portfolio S&p600 (SPSM)

Spdr Ser Tr Portfolio Agrgte (SPAB)

Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for OneAscent Financial Services

Top funds holding Schwab Strategic Tr us dividend eq

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View all funds holding Schwab Strategic Tr us dividend eq

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