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Schwab Strategic Tr us dividend eq shares owned by Virginia Estate & Retirement Planning Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Virginia Estate & Retirement Planning Advisors from 13F filings

Historical chart of Virginia Estate & Retirement Planning 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 Virginia Estate & Retirement Planning 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 Virginia Estate & Retirement Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $11M 11M 1.03

More positions owned by Virginia Estate & Retirement Planning Advisors

Ishares Tr 0-3 Mth Treasury (SGOV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Sprott Asset Management Physical Silver (PSLV)
Etf Ser Solutions Aam S&p 500 (SPDV)
Apple (AAPL)
Global X Fds Global X Uranium (URA)
Vaneck Etf Trust Gold Miners Etf (GDX)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Spdr Series Trust Sp Kensho Final (ROKT)

View all positions for Virginia Estate & Retirement Planning 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
Virginia Estate & Retirement Planning Advisors
Commonwealth Equity Services
Cassaday & Co Wealth Management

View all funds holding Schwab Strategic Tr us dividend eq