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Schwab Strategic Tr us dividend eq shares owned by Verity Asset Management

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

Historical chart of Verity Asset Management 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 Verity Asset Management 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 Verity Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 41k 30.68
2016-09-30 $566k 13k 42.33
2016-06-30 $395k 9.5k 41.46

More positions owned by Verity Asset Management

State Street Spdr Sp 500 Etf Trust Etf (SPY)
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Invesco Bulletshares 2027 Hi Yld Corp Bd Etf Etf (BSJR)
Ishares Core Sp 500 Etf Etf (IVV)
Invesco Bulletshares 2028 Hi Yld Corp Bd Etf Etf (BSJS)
International Business Machines Corp C (IBM)
Walmart C (WMT)
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Invesco Sp 500 Equal Weight Etf Etf (RSP)
Enterprise Products Partners C (EPD)
Halozyme Therapeutics C (HALO)
Microsoft Corp C (MSFT)
Vanguard Small-cap Value Vipers Etf (VBR)
Occidental Petro Corp C (OXY)
Coterra Energy C (CTRA)

View all positions for Verity Asset Management

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