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Schwab Strategic Tr us dividend eq shares owned by SMART Wealth

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

Historical chart of SMART Wealth 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 SMART Wealth 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 SMART Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $281k 9.2k 30.68

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Pimco Etf Tr Ultra Short Govt (BILZ)
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Aim Etf Products Trust Allianzim Us Eqt (SIXO)
Innovator Etfs Trust Innovator Us Eq (EALT)
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for SMART Wealth

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
LPL Financial
Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
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

View all funds holding Schwab Strategic Tr us dividend eq