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Schwab Strategic Tr us dividend eq shares owned by Regimen Wealth

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

Historical chart of Regimen Wealth 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 Regimen Wealth 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 Regimen Wealth

Quarter filed Position value Share count Share price at filing
2023-09-30 $20M 275k 70.76
2023-06-30 $19M 260k 72.62
2023-03-31 $18M 238k 76.90
2022-12-31 $3.6M 47k 75.54

More positions owned by Regimen Wealth

Ishares Tr Core High Dv Etf (HDV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Regimen Wealth

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq