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Schwab Strategic Tr us dividend eq shares owned by Riverbend Wealth Management

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

Historical chart of Riverbend Wealth Management 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 Riverbend Wealth Management 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 Riverbend Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 6.5k 31.71
2025-03-31 $477k 17k 27.96
2024-12-31 $426k 16k 27.33

More positions owned by Riverbend Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Alps Etf Tr Smith Core Plus (SMTH)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Riverbend Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
Rakuten Investment Management
Bank of America Corporation
LPL Financial
Morgan Stanley
Cetera Investment Advisers
Raymond James Financial
Envestnet Asset Management
UBS Group
Sontag Advisory
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Royal Bank of Canada
Advisor Group Holdings
Virginia Estate & Retirement Planning Advisors

View all funds holding Schwab Strategic Tr us dividend eq