Trask Adam Roland »

Schwab Strategic Tr us dividend eq shares owned by Trask Adam Roland

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

Historical chart of Trask Adam Roland investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by Trask Adam Roland 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 Trask Adam Roland

Quarter filed Position value Share count Share price at filing
2026-03-31 $23k 750 30.68

More positions owned by Trask Adam Roland

Eli Lilly & Co. (LLY)
Centrus Energy Corp Cl A (LEU)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Apple (AAPL)
Stryker Corporation (SYK)
United Parcel Svcs CL B (UPS)
HNI Corporation (HNI)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Constellation Energy (CEG)
Nuscale Pwr Corp Cl A Com (SMR)
Johnson & Johnson (JNJ)

View all positions for Trask Adam Roland

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
LPL Financial
Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Cassaday & Co Wealth Management
Advisor Group Holdings
Commonwealth Equity Services

View all funds holding Schwab Strategic Tr us dividend eq