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Schwab Strategic Tr us dividend eq shares owned by TrustBank

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

Historical chart of TrustBank 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 TrustBank 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 TrustBank

Quarter filed Position value Share count Share price at filing
2026-03-31 $212k 6.9k 30.68

More positions owned by TrustBank

Vanguard 500 Index Fund Etf Exchange Traded Fund (VOO)
Vanguard Ftse Developed Markets International Equity ETF (VEA)
Invesco Qqq Trust Exchange Traded Fund (QQQ)
Jpmorgan Mortgage Backed Fixed Income ETF (JMTG)
Ishares Iboxx $ Investment Grade Fixed Income ETF (LQD)
Ishares Us Infrastructure Etf Exchange Traded Fund (IFRA)
Franklin Us Mid Cap Multifactor Exchange Traded Fund (FLQM)
Apple Common Stock (AAPL)
Ishares Core S&p Small-cap Etf Exchange Traded Fund (IJR)
Abbvie Common Stock (ABBV)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Jpmorgan Equity Premium Income Exchange Traded Fund (JEPI)
Microsoft Corp Common Stock (MSFT)
Abbott Laboratories Common Stock (ABT)
Progressive Corp Common Stock (PGR)

View all positions for TrustBank

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
Commonwealth Equity Services
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq