Union Savings Bank »

Schwab Strategic Tr us dividend eq shares owned by Union Savings Bank

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

Historical chart of Union Savings Bank 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 Union Savings Bank consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Union Savings Bank

Quarter filed Position value Share count Share price at filing
2026-03-31 $29k 947 30.68

More positions owned by Union Savings Bank

Invesco S&p 500 Quality Etf Etf - Large Cap (SPHQ)
Berkshire Hathaway Common Stock (BRK.A)
Ishares Core S&p Mid-cap Etf Etf - Mid Cap (IJH)
Spdr S&p 500 Etf Trust Etf - Large Cap (SPY)
Ishares Russell 2000 Index Etf - Small Cap (IWM)
Microsoft Corp Common Stock (MSFT)
Vanguard High Dividend Yield Etf Etf - Large Cap (VYM)
Apple Incorporated Common Stock (AAPL)
Exxon Mobil Corp Common Stock (XOM)
Etf Ishs Inter Govt Cr Bd Etf - Interm (GVI)
Alphabet Common Stock (GOOGL)
Spdr S&p Midcap 400 Etf Tr Etf - Mid Cap (MDY)
J P Morgan Chase & Co Common Stock (JPM)
Ishares Core S&p Small-cap Etf Etf - Small Cap (IJR)
Nvidia Corp Common Stock (NVDA)

View all positions for Union Savings Bank

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