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Schwab Strategic Tr us dividend eq shares owned by Tandem Financial

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

Historical chart of Tandem 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 Tandem 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 Tandem Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $913k 33k 27.30

More positions owned by Tandem Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vaneck Etf Trust Gold Miners Etf (GDX)
Spdr S&p 500 Etf Tr Tr Unit Put Option (Principal) (SPY)
Schwab Strategic Tr Fundamental Emer (FNDE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Goldman Sachs Physical Gold Unit (AAAU)
Ishares Tr Morningstar Valu (ILCV)
Vaneck Etf Trust Clo Etf (CLOI)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Tandem Financial

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