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Schwab Strategic Tr us dividend eq shares owned by Stacey Braun Associates

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

Historical chart of Stacey Braun Associates 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 Stacey Braun Associates 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 Stacey Braun Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 6.6k 30.68

More positions owned by Stacey Braun Associates

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)
Broadcom (AVGO)
Lumentum Hldgs (LITE)
Exxon Mobil Corporation (XOM)
Facebook Inc cl a (META)
Vertiv Holdings Llc vertiv holdings (VRT)
Western Digital (WDC)
JPMorgan Chase & Co. (JPM)
Micron Technology (MU)
Howmet Aerospace (HWM)
Alphabet Inc Class C cs (GOOG)

View all positions for Stacey Braun Associates

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