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Penney Financial »

Schwab Strategic Tr us dividend eq shares owned by Penney Financial

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

Historical chart of Penney Financial 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 Penney Financial 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 Penney Financial

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$8.4M	306k	27.30
2025-06-30	$7.9M	296k	26.50
2025-03-31	$8.2M	293k	27.96
2024-12-31	$7.6M	279k	27.32
2023-12-31	$5.6M	73k	76.13

More positions owned by Penney Financial

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

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Ishares Tr 0-3 Mnth Treasry (SGOV)

Ishares Tr Core Msci Eafe (IEFA)

Schwab Strategic Tr Us Dividend Eq (SCHD)

J P Morgan Exchange Traded F Income Etf (JPIE)

Vanguard Whitehall Fds High Div Yld (VYM)

Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)

Vanguard Malvern Fds Core Bd Etf (VCRB)

Vanguard Index Fds Small Cp Etf (VB)

J P Morgan Exchange Traded F Equity Premium (JEPI)

Ishares Tr Core Us Aggbd Et (AGG)

J P Morgan Exchange Traded F Hedged Equity La (HELO)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Penney Financial

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