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Schwab Strategic Tr us dividend eq shares owned by Transce3nd

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Transce3nd from 13F filings

Historical chart of Transce3nd 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 Transce3nd 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 Transce3nd

Quarter filed Position value Share count Share price at filing
2025-09-30 $34k 1.4k 24.28
2025-06-30 $2.9M 110k 26.50
2025-03-31 $3.0M 106k 27.96
2024-12-31 $2.8M 104k 27.32

More positions owned by Transce3nd

Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Weitz Core Plus Income Fund Inst'l Class M (WCPBX)
Cibus C (CBUS)
Vanguard Federal Money Mkt Fund Investor Class MM (VMFXX)
Fullerthaler Behavioral Small-mid Core Equity Fd Inst'l Class M (FTSIX)
Vanguard Total Stock Market Vipers Etf (VTI)
St Spdr S&p Wld Xus Etf (SPDW)
Regan Capital Total Return Income Fund Institutional Class M (RCIRX)
Aqr Long-short Equity Fund Class I M (QLEIX)
River Canyon Total Return Bond Fund Inst'l Class M (RCTIX)
Oakmark Oakmark Fund Inst'l Class M (OANMX)
Blackrock Systematic Multi Strategy Fund Inst'l Class M (BIMBX)
Eaton Vance Global Macro Abs Ret Adv Fund Class I M (EGRIX)
J P Morgan Exchange-traded Etf (JEPI)

View all positions for Transce3nd

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
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H D Vest Advisory Services
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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