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Schwab Strategic Tr us dividend eq shares owned by Verdence Capital Advisors

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

Historical chart of Verdence Capital Advisors 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 Verdence Capital Advisors 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 Verdence Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.3M 75k 30.68
2025-12-31 $1.1M 42k 27.43
2025-09-30 $1.1M 41k 27.12
2025-06-30 $871k 33k 26.50

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View all positions for Verdence Capital Advisors

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