Perfromance Wealth Partners »

Schwab Strategic Tr us dividend eq shares owned by Perfromance Wealth Partners

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

Historical chart of Perfromance Wealth Partners 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 Perfromance Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Perfromance Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 6.6k 30.68
2023-09-30 $12M 166k 70.76
2023-06-30 $12M 171k 72.73
2023-03-31 $12M 167k 73.16
2022-12-31 $9.0M 119k 75.54

More positions owned by Perfromance Wealth Partners

Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Goldman Sachs (GS)
Ge Vernova (GEV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for Perfromance Wealth Partners

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Cetera Investment Advisers
LPL Financial
Sumitomo Life Insurance
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Wells Fargo & Company
Honkamp Krueger Financial Services
Commonwealth Equity Services
Cassaday & Co Wealth Management
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq