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

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

Historical chart of Ptm 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 Ptm 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 Ptm Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $319k 12k 27.34
2025-06-30 $321k 12k 27.35
2025-03-31 $275k 11k 24.32

More positions owned by Ptm Wealth Management

Schwab Strategic Tr Fundamental Us L (FNDX)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Us Sml Cap Eqt (SMLF)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Constellation Energy (CEG)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Ptm Wealth Management

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