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Serenus Wealth Advisors »

Schwab Strategic Tr us dividend eq shares owned by Serenus Wealth Advisors

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

Historical chart of Serenus Wealth 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 Serenus Wealth 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 Serenus Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$349k	13k	27.30
2025-06-30	$235k	8.9k	26.50
2025-03-31	$248k	8.9k	27.96
2024-12-31	$243k	8.9k	27.32

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View all positions for Serenus Wealth Advisors

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