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Schwab Strategic Tr us dividend eq shares owned by Shearwater Capital

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

Historical chart of Shearwater Capital 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 Shearwater Capital 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 Shearwater Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 40k 30.68

More positions owned by Shearwater Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Docusign (DOCU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust National Municip (DFNM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Shearwater Capital

Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq