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Schwab Strategic Tr us dividend eq shares owned by Stonebrook Private

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

Historical chart of Stonebrook Private 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 Stonebrook Private 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 Stonebrook Private

Quarter filed Position value Share count Share price at filing
2025-09-30 $776k 28k 27.30
2025-06-30 $751k 28k 26.50
2025-03-31 $899k 32k 27.96
2024-12-31 $861k 32k 27.32
2024-09-30 $907k 11k 84.53
2024-06-30 $818k 11k 77.76
2024-03-31 $826k 10k 80.63
2023-12-31 $662k 8.7k 76.13

More positions owned by Stonebrook Private

Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Broadcom (AVGO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares U S Indu (INRO)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Wal-Mart Stores (WMT)
Motorola Solutions Com New (MSI)

View all positions for Stonebrook Private

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