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Schwab Strategic Tr us dividend eq shares owned by SkyOak Wealt

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

Historical chart of SkyOak Wealt 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 SkyOak Wealt 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 SkyOak Wealt

Quarter filed Position value Share count Share price at filing
2025-09-30 $327k 12k 27.30
2025-06-30 $315k 12k 26.50
2025-03-31 $331k 12k 27.96
2024-12-31 $321k 12k 27.32
2020-06-30 $356k 6.9k 51.71
2020-03-31 $267k 5.9k 44.96
2019-12-31 $265k 4.6k 57.96

More positions owned by SkyOak Wealt

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Select Sector Spdr Tr Technology (XLK)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Ark Etf Tr Innovation Etf (ARKK)

View all positions for SkyOak Wealt

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq