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Schwab Strategic Tr us dividend eq shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors 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 Schwarz Dygos Wheeler Investment Advisors 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 Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $209k 6.8k 30.68

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View all positions for Schwarz Dygos Wheeler Investment Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
LPL Financial
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Morgan Stanley
Cetera Investment Advisers
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Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Cassaday & Co Wealth Management
Advisor Group Holdings
Commonwealth Equity Services

View all funds holding Schwab Strategic Tr us dividend eq