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

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

Historical chart of SFMG 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 SFMG 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 SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $344k 13k 27.43
2023-03-31 $252k 3.4k 73.16
2018-09-30 $231k 4.6k 50.39

More positions owned by SFMG Wealth Advisors

Atmos Energy Corporation (ATO)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust State Street Spd (QUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Long Term Us (SCHQ)

View all positions for SFMG Wealth Advisors

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