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Schwab Strategic Tr us dividend eq shares owned by Retirement Financial Solutions

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

Historical chart of Retirement Financial Solutions 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 Retirement Financial Solutions 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 Retirement Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.6M 317k 27.30

More positions owned by Retirement Financial Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfolio S&p400 (SPMD)
American Centy Etf Tr Avantis Us Small (AVSC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Europe Hedged Eq (HEDJ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard World Extended Dur (EDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)

View all positions for Retirement Financial Solutions

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