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Schwab Strategic Tr us dividend eq shares owned by Proathlete Wealth Management

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

Historical chart of Proathlete 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 Proathlete 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 Proathlete Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3k 120 27.49
2025-06-30 $18k 686 26.50
2025-03-31 $1.2k 41 28.64

More positions owned by Proathlete Wealth Management

Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)
Ishares Russell 1000 Growth Etf Uit Exchange Traded (IWF)
Ishares Russell 1000 Value Etf Uit Exchange Traded (IWD)
Ishares Core S&p Small Cap Etf Uit Exchange Traded (IJR)
Invsc Qqq Trust Srs 1 Etf Uit Exchange Traded (QQQ)
Ishares Core Msci Eafe Etf Uit Exchange Traded (IEFA)
Avantis Us Small Cap Value Etf Uit Exchange Traded (AVUV)
Ishares Bitcoin Etf Uit Exchange Traded (IBIT)
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)
Ishares Short Duratn Bndactv Etf Uit Exchange Traded (NEAR)
Ishares 3-7 Year Trery Bond Etf Uit Exchange Traded (IEI)
Ishares National Muni Bond Etf Uit Exchange Traded (MUB)
Avantis International Equity Etf Uit Exchange Traded (AVDE)
Microsoft Corp Common Stock (MSFT)
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)

View all positions for Proathlete Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
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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