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Schwab Strategic Tr us dividend eq shares owned by Sfam

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

Historical chart of Sfam 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 Sfam 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 Sfam

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.6k 150 30.68

More positions owned by Sfam

Vanguard Large Cap Large Cap Etf (VV)
iShares Core US Bond Core Us Aggbd Et (AGG)
iShares Russell 2500 Rusel 2500 Etf (SMMD)
iShares Dividend Growth Core Div Grwth (DGRO)
SPDR S&P 500 Growth Fund State Street Spd (SPYG)
Vanguard Short Term Bond Short Trm Bond (BSV)
Vanguard Growth Growth Etf (VUG)
Vanguard Value Value Etf (VTV)
Vaneck Vectors Fallen Fallen Angel Hg (ANGL)
iShares Short Term Muni Shrt Nat Mun Etf (SUB)
Ishares Cohen & Steers Realty Majors Select Us Reit (ICF)
Apple (AAPL)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
State Street S&P 500 ETF Tr Unit (SPY)

View all positions for Sfam

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
Cetera Investment Advisers
LPL Financial
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
Advisor Group Holdings
Ameriprise Financial

View all funds holding Schwab Strategic Tr us dividend eq