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Schwab Strategic Tr us dividend eq shares owned by Verum Partners

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

Historical chart of Verum Partners 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 Verum Partners 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 Verum Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 22k 84.53
2024-06-30 $2.0M 26k 77.76
2024-03-31 $2.9M 36k 80.63
2023-12-31 $3.2M 43k 76.13
2023-09-30 $3.5M 49k 70.76

More positions owned by Verum Partners

Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Fundamental Intl (FNDF)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Malvern Fds Core Bd Etf (VCRB)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us S (FNDA)
Coca-Cola Company (KO)

View all positions for Verum Partners

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq