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Schwab Strategic Tr us dividend eq shares owned by Tobias Financial Advisors

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

Historical chart of Tobias Financial Advisors 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 Tobias Financial Advisors 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 Tobias Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $340k 12k 27.43
2019-12-31 $252k 4.4k 57.80

More positions owned by Tobias Financial Advisors

Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Growth Etf (VUG)
Ssga Active Etf Tr State Street Mul (RLY)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for Tobias Financial Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Cetera Investment Advisers
LPL Financial
Sumitomo Life Insurance
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Wells Fargo & Company
Honkamp Krueger Financial Services
Commonwealth Equity Services
Ameriprise Financial
Cassaday & Co Wealth Management

View all funds holding Schwab Strategic Tr us dividend eq