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Schwab Strategic Tr us dividend eq shares owned by Syntegra Private Wealth Group

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

Historical chart of Syntegra Private Wealth Group 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 Syntegra Private Wealth Group 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 Syntegra Private Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 8.3k 27.30
2025-06-30 $220k 8.3k 26.50

More positions owned by Syntegra Private Wealth Group

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Covington Trust Enhanced Intl (FENI)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchange-traded SHS (QTEC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfli High Yld (SPHY)
Ishares Tr Msci Usa Min Vol (USMV)
Apple (AAPL)
Spdr Series Trust Portfolio S&p600 (SPSM)

View all positions for Syntegra Private Wealth Group

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