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Schwab Strategic Tr us dividend eq shares owned by Premier Private Wealth Management

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

Historical chart of Premier Private Wealth Management 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 Premier Private Wealth Management 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 Premier Private Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.5M 276k 30.68

More positions owned by Premier Private Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust State Street Spd (SDY)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Msci Eafe (IEFA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Series Trust State Street Spd (SPSM)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ssga Active Etf Tr State Street Dou (TOTL)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Fidelity Covington Trust Enhanced Intl (FENI)
Apple (AAPL)
Select Sector Spdr Tr State Street Rea (XLRE)

View all positions for Premier Private Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
Cetera Investment Advisers
LPL Financial
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
Advisor Group Holdings
Ameriprise Financial

View all funds holding Schwab Strategic Tr us dividend eq