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Schwab Strategic Tr us dividend eq shares owned by Ridgeline Wealth Planning

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

Historical chart of Ridgeline Wealth Planning 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 Ridgeline Wealth Planning 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 Ridgeline Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $390k 14k 27.30
2025-06-30 $407k 15k 26.50
2025-03-31 $471k 17k 27.96
2024-12-31 $479k 18k 27.32

More positions owned by Ridgeline Wealth Planning

Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Msci Emrg Chn (EMXC)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Ishares Tr Core S&p500 Etf (IVV)
MGIC Investment (MTG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Ridgeline Wealth Planning

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