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Schwab Strategic Tr us dividend eq shares owned by S&A Financial Services

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

Historical chart of S&A Financial Services 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 S&A Financial Services 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 S&A Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $799k 26k 30.68

More positions owned by S&A Financial Services

Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Spdr Series Trust State Street Spd (SPHY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ssga Active Etf Tr State Street Bla (SRLN)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Us Consum Discre (IYC)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)

View all positions for S&A Financial Services

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
LPL Financial
Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Cassaday & Co Wealth Management
Commonwealth Equity Services
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq