Roxbury Financial »

Schwab Strategic Tr us dividend eq shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial 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 Roxbury Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $54k 2.0k 27.30
2025-06-30 $52k 2.0k 26.50
2025-03-31 $55k 1.9k 28.54
2024-12-31 $57k 1.9k 29.53

More positions owned by Roxbury Financial

Microsoft Corp Stock (MSFT)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Visa Inc Com Cl A Stock (V)
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Jpmorgan Chase & Co Stock (JPM)
Wells Fargo Stock (WFC)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
Fidelity Msci Health Care Index Etf Etf (FHLC)

View all positions for Roxbury Financial

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