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Schwab Strategic Tr us dividend eq shares owned by Range Advisory

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

Historical chart of Range Advisory 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 Range Advisory 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 Range Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $714k 23k 31.71
2026-03-31 $448k 15k 30.68
2025-12-31 $474k 17k 27.43

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Spdr Index Shs Fds St Port Mark Etf (SPEM)
Vanguard Index Fds Total Stk Mkt (VTI)
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Amazon (AMZN)
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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Range Advisory

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
Rakuten Investment Management
Bank of America Corporation
LPL Financial
Morgan Stanley
Cetera Investment Advisers
Raymond James Financial
Envestnet Asset Management
UBS Group
Sontag Advisory
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Royal Bank of Canada
Advisor Group Holdings
Virginia Estate & Retirement Planning Advisors

View all funds holding Schwab Strategic Tr us dividend eq