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Schwab Strategic Tr us dividend eq shares owned by URS Advisory

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

Historical chart of URS Advisory 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 URS Advisory 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 URS Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 51k 30.68

More positions owned by URS Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Neos Etf Trust Nasdaq 100 High (QQQI)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Intl Sel Div Etf (IDV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Ultra Short Dur (ICSH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Amplify Etf Tr Cwp Intl Enhance (IDVO)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for URS Advisory

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Cetera Investment Advisers
LPL Financial
Sumitomo Life Insurance
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Wells Fargo & Company
Honkamp Krueger Financial Services
Commonwealth Equity Services
Cassaday & Co Wealth Management
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq