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Schwab Strategic Tr us dividend eq shares owned by Surience Private Wealth

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

Historical chart of Surience Private 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 Surience Private 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 Surience Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $12M 429k 27.43

More positions owned by Surience Private Wealth

Schwab Strategic Tr Us Dividend Eq (SCHD)
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Ge Aerospace Com New (GE)
Raytheon Technologies Corp (RTX)
Amazon (AMZN)
Goldman Sachs (GS)
Caterpillar (CAT)
International Business Machines (IBM)
Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)
Vale S A Sponsored Ads (VALE)
Spdr Series Trust State Street Spd (JNK)

View all positions for Surience Private Wealth

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