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Schwab Strategic Tr us dividend eq shares owned by Total Clarity Wealth Management

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

Historical chart of Total Clarity Wealth Management 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 Total Clarity Wealth Management 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 Total Clarity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 117k 27.30
2025-06-30 $3.1M 117k 26.50
2021-12-31 $1.0k 16 62.50
2019-12-31 $109k 1.9k 57.73

More positions owned by Total Clarity Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Sm Cp Val Etf (VBR)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Actively Managed Exc Total Return (GTO)
Microsoft Corporation (MSFT)
Invesco Actively Managed Exc Var Rate Invt (VRIG)

View all positions for Total Clarity Wealth Management

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