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Schwab Strategic Tr us dividend eq shares owned by Symphony Financial

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

Historical chart of Symphony Financial 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 Symphony Financial 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 Symphony Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $309k 9.7k 31.80

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Alphabet Cap Stk Cl A (GOOGL)
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Ishares Tr Russell 2000 Etf (IWM)

View all positions for Symphony Financial

Top funds holding Schwab Strategic Tr us dividend eq

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Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Royal Bank of Canada
Advisor Group Holdings
Virginia Estate & Retirement Planning Advisors

View all funds holding Schwab Strategic Tr us dividend eq