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Schwab Strategic Tr us dividend eq shares owned by SFM

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

Historical chart of SFM 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 SFM 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 SFM

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.4M 142k 30.68
2025-12-31 $3.7M 135k 27.43
2025-09-30 $3.5M 127k 27.30
2025-06-30 $3.1M 116k 26.50
2025-03-31 $3.0M 107k 27.96
2024-12-31 $2.8M 101k 27.32
2024-09-30 $2.9M 34k 84.53
2024-06-30 $2.6M 34k 77.76
2024-03-31 $2.5M 31k 80.63
2023-12-31 $2.4M 32k 76.13

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Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
T Rowe Price Etf Cap Appreciation (TCAF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)

View all positions for SFM

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Cetera Investment Advisers
LPL Financial
Sumitomo Life Insurance
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Wells Fargo & Company
Honkamp Krueger Financial Services
Commonwealth Equity Services
Cassaday & Co Wealth Management
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq