R. M. Davis »

Schwab Strategic Tr us dividend eq shares owned by R. M. Davis

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by R. M. Davis from 13F filings

Historical chart of R. M. Davis investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by R. M. Davis 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 R. M. Davis

Quarter filed Position value Share count Share price at filing
2025-09-30 $446k 16k 27.30
2025-06-30 $438k 17k 26.50
2025-03-31 $466k 17k 27.96
2024-12-31 $492k 18k 27.32

More positions owned by R. M. Davis

Spdr S&p 500 Etf (SPY)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Inc Class A cs (GOOGL)
iShares S&P MidCap 400 Index (IJH)
Amphenol Corporation (APH)
Palo Alto Networks (PANW)
Amazon (AMZN)
Vanguard Small-Cap ETF (VB)
Vanguard FTSE DM ETF Intl (VEA)
Berkshire Hathaway (BRK.B)
JPMorgan Chase & Co. (JPM)
Visa (V)
Costco Wholesale Corporation (COST)

View all positions for R. M. Davis

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
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