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Schwab Strategic Tr us dividend eq shares owned by Painted Porch Advisors

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

Historical chart of Painted Porch 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 Painted Porch 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 Painted Porch Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $30k 1.1k 27.30
2025-06-30 $29k 1.1k 26.50
2025-03-31 $26k 945 27.96
2024-12-31 $19k 686 27.32
2024-09-30 $12k 138 84.53
2024-06-30 $8.9k 115 77.76

More positions owned by Painted Porch Advisors

iShares MSCI EAFE Etf (EFA)
iShares S&P 600 Index Etf (IJR)
Berkshire Hathaway Stock (BRK.B)
Invesco S&P Low Vol Index Etf (SPLV)
Apple Stock (AAPL)
Visa Stock (V)
Vanguard Total Stock Market Index Etf (VTI)
Vanguard Value Index Fund Etf (VTV)
iShares Core S&P 500 Etf (IVV)
Microsoft Stock (MSFT)
Johnson & Johnson Stock (JNJ)
Ares Management Stock (ARES)
Chevron Stock (CVX)
Walmart Stock (WMT)
Procter and Gamble Stock (PG)

View all positions for Painted Porch 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