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Schwab Strategic Tr us dividend eq shares owned by United Advisor Group

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

Historical chart of United Advisor Group 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 United Advisor Group 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 United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 70k 27.30
2025-06-30 $1.7M 65k 26.50
2025-03-31 $1.6M 58k 27.96
2024-12-31 $1.6M 58k 27.32
2024-09-30 $1.5M 17k 84.53
2024-06-30 $1.0M 13k 77.76

More positions owned by United Advisor Group

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Ea Series Trust Strive 500 Etf (STRV)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
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Tesla Motors (TSLA)
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Alphabet Cap Stk Cl A (GOOGL)
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View all positions for United Advisor Group

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