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Schwab Strategic Tr us dividend eq shares owned by Third View Private Wealth

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

Historical chart of Third View 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 Third View 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 Third View Private Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.2M 37k 32.53

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Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
Rakuten Investment Management
LPL Financial
Bank of America Corporation
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
Commonwealth Equity Services
Cassaday & Co Wealth Management

View all funds holding Schwab Strategic Tr us dividend eq