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Schwab Strategic Tr us dividend eq shares owned by Oxbow Advisors

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

Historical chart of Oxbow Advisors 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 Oxbow Advisors 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 Oxbow Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $771k 28k 27.30
2025-06-30 $398k 15k 26.50
2025-03-31 $345k 12k 27.96
2024-12-31 $250k 9.1k 27.32

More positions owned by Oxbow Advisors

Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Enterprise Products Partners (EPD)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Agnico (AEM)
MPLX Com Unit Rep Ltd (MPLX)
Pan American Silver Corp Can (PAAS)
Royal Gold (RGLD)
ConocoPhillips (COP)
Moody's Corporation (MCO)
Boeing Dep Conv Pfd A (BA.PA)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)

View all positions for Oxbow Advisors

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