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Schwab Strategic Tr us dividend eq shares owned by Tempus Wealth Planning

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

Historical chart of Tempus Wealth Planning 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 Tempus Wealth Planning 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 Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $654k 20k 32.53

More positions owned by Tempus Wealth Planning

Ge Aerospace Com New (GE)
Ge Vernova (GEV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Series Trust St Str P500etf (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Capital Group Core Balanced SHS (CGBL)

View all positions for Tempus Wealth Planning

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
Rakuten Investment Management
Bank of America Corporation
LPL Financial
Cetera Investment Advisers
Raymond James Financial
Envestnet Asset Management
UBS Group
Sontag Advisory
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Royal Bank of Canada
Advisor Group Holdings
Cassaday & Co Wealth Management
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq