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Schwab Strategic Tr us dividend eq shares owned by SCS Capital Management

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

Historical chart of SCS Capital 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 SCS Capital 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 SCS Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.1M 259k 27.43
2025-09-30 $7.3M 266k 27.30
2025-06-30 $7.4M 279k 26.50
2025-03-31 $8.4M 302k 27.96

More positions owned by SCS Capital Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for SCS Capital Management

Top funds holding Schwab Strategic Tr us dividend eq

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Wells Fargo & Company
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Cassaday & Co Wealth Management

View all funds holding Schwab Strategic Tr us dividend eq