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Schwab Strategic Tr us dividend eq shares owned by REDW Stanley Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by REDW Stanley Financial Advisors from 13F filings

Historical chart of REDW Stanley Financial Advisors 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 REDW Stanley Financial Advisors 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 REDW Stanley Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 55k 27.43
2025-09-30 $1.5M 54k 27.30
2025-06-30 $1.4M 52k 26.50
2025-03-31 $1.3M 48k 27.96
2024-12-31 $1.3M 49k 27.32

More positions owned by REDW Stanley Financial Advisors

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for REDW Stanley Financial Advisors

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
Honkamp Krueger Financial Services
Wells Fargo & Company
Ameriprise Financial

View all funds holding Schwab Strategic Tr us dividend eq