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Schwab Strategic Tr us dividend eq shares owned by Rather & Kittrell

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

Historical chart of Rather & Kittrell 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 Rather & Kittrell 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 Rather & Kittrell

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 38k 27.30
2025-06-30 $1.0M 38k 26.50
2025-03-31 $1.1M 38k 27.96
2024-12-31 $1.0M 38k 27.32
2024-09-30 $1.1M 13k 84.53
2024-06-30 $994k 13k 77.76
2024-03-31 $1.0M 13k 80.63

More positions owned by Rather & Kittrell

Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Martin Marietta Materials (MLM)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Rather & Kittrell

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
Sontag Advisory
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
Honkamp Krueger Financial Services
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq