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Schwab Strategic Tr us dividend eq shares owned by Portland Financial Advisors

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

Historical chart of Portland Financial 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 Portland Financial 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 Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $240k 7.8k 30.68

More positions owned by Portland Financial Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds Mid Cap Etf (VO)
Omega Healthcare Investors (OHI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust State Street Spd (SPSB)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust State Street Spd (FLRN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds State Street Spd (SPEM)
Spdr Series Trust State Street Spd (LGLV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust State Street Spd (CWB)
Ishares Tr Msci Eafe Min Vl (EFAV)

View all positions for Portland Financial Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
LPL Financial
Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Cassaday & Co Wealth Management
Commonwealth Equity Services
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq