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Schwab Strategic Tr us dividend eq shares owned by Sachetta

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

Historical chart of Sachetta 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 Sachetta 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 Sachetta

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 122k 27.30
2025-06-30 $3.3M 126k 26.50
2025-03-31 $3.6M 128k 27.96
2024-12-31 $3.4M 125k 27.32
2024-09-30 $3.4M 40k 84.53
2024-06-30 $3.2M 38k 82.80
2024-03-31 $2.1M 28k 76.13
2023-12-31 $2.1M 28k 76.13

More positions owned by Sachetta

Ishares Tr Rus 1000 Etf (IWB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Ishares Tr Rus Mid Cap Etf (IWR)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Mbs Etf (MBB)
Ishares Gold Tr Ishares New (IAU)

View all positions for Sachetta

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