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

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

Historical chart of RMG 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 RMG 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 RMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.6M 282k 27.11
2025-06-30 $133M 4.9M 27.04

More positions owned by RMG Wealth Management

Schwab Us Large Cap Growth Etf Etf (SCHG)
Vanguard Value Etf Etf (VTV)
Ishares Morningstar Mid Cap Etf Etf (IMCB)
Spdr Blmrg Shr Tr Hg Yldbd Etf Etf (SJNK)
Invsc Sp 500 Equal Weight Tech Etf Etf (RSPT)
Spdr Long Term Corporatebond Etf Etf (SPLB)
Schwab Us Small Cap Etf Etf (SCHA)
Ishares Floating Rate Bond Etf Etf (FLOT)
Spdr Intrmdt Trm Crpratebnd Etf Etf (SPIB)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard S&p 500 Etf Etf (VOO)
Apple (AAPL)
Vanguard Mid Cap Etf Etf (VO)
Lockheed Martin Corporation (LMT)
Schwab Us Broad Market Etf Etf (SCHB)

View all positions for RMG Wealth Management

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